403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Transfer from Non-ERISA 403(b) to ERISA 403(b)

   By austin3515, March 9, 2020
   • 1 reply
   • 820 views
   • 
   • Patricia Neal Jensen
   • March 9, 2020

2. maintaining the administrative addendum?

   By AlbanyConsultant, February 27, 2020
   • 0 replies
   • 267 views
   • 
   • AlbanyConsultant
   • February 27, 2020

3. Charter School 403(b)

   By oldman63, February 20, 2020
   • 2 replies
   • 447 views
   • 
   • oldman63
   • February 21, 2020

4. 403b Er Contribution testing

   By perkinsran, January 20, 2020
   • 5 replies
   • 709 views
   • 
   • perkinsran
   • January 26, 2020

5. Employee contributions 5500 requirement

   By Just Tri, November 18, 2019
   • 1 reply
   • 365 views
   • 
   • baneja
   • November 19, 2019

6. Church plan and allocation hours for non-elective

   By cpc0506, November 15, 2019
   • 0 replies
   • 288 views
   • 
   • cpc0506
   • November 15, 2019

7. due date for non-profit ER contribution

   By Santo Gold, March 2, 2012
   • 3 replies
   • 6.3k views
   • 
   • TPApril
   • November 15, 2019

8. Anti-cutback problem?

   By Belgarath, October 24, 2019
   • 3 replies
   • 649 views
   • 
   • Belgarath
   • October 29, 2019

9. Small Amounts in 403(b) Annuities Plans

   By bveinger, October 22, 2019
   • 5 replies
   • 887 views
   • 
   • Peter Gulia
   • October 24, 2019

10. 403b hardship

    By Carike, October 17, 2019   

    • suspend
    • 5 replies
    • 806 views
    • 
    • LANDO
    • October 21, 2019

11. Correcting Missed Elective Deferrals for Terminated Participants

    By Miner88, October 17, 2019
    • 1 reply
    • 761 views
    • 
    • Luke Bailey
    • October 18, 2019

12. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 757 views
    • 
    • Bird
    • October 15, 2019

13. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPApril
    • October 10, 2019

14. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 704 views
    • 
    • Lou S.
    • October 10, 2019

15. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 344 views
    • 
    • Mr Bagwell
    • September 30, 2019

16. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 359 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

17. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 691 views
    • 
    • Belgarath
    • September 12, 2019

18. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 580 views
    • 
    • FPGuy
    • September 11, 2019

19. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 255 views
    • 
    • AlbanyConsultant
    • September 10, 2019

20. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 429 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

21. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 450 views
    • 
    • hr for me
    • August 31, 2019

22. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 2.3k views
    • 
    • TPApril
    • August 29, 2019

23. less than 20/hr 410(b) test

    By ATM, August 15, 2019
    • 3 replies
    • 439 views
    • 
    • Luke Bailey
    • August 20, 2019

24. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 813 views
    • 
    • FPGuy
    • August 6, 2019

25. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 406 views
    • 
    • Old Lawyer
    • July 29, 2019