403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Combine existing 403(b) and 401(a)?

   By PMC, June 4, 2007
   • 10 replies
   • 8.6k views
   • 
   • Guest
   • February 28, 2009

2. Mandatory deferrals?

   By wvbeachgirl, December 26, 2007
   • 10 replies
   • 14.3k views
   • 
   • austin3515
   • August 24, 2010

3. Limiting Loans to Contracts with Approved Vendors

   By Guest ebailey, April 22, 2009
   • 10 replies
   • 1.6k views
   • 
   • J Simmons
   • April 23, 2009

4. State University 403(b) Plan

   By davef, January 22, 2010
   • 10 replies
   • 2.5k views
   • 
   • mbozek
   • January 26, 2010

5. Coverage testing for ERISA and non ERISA 403b plans

   By 30Rock, August 16, 2011
   • 10 replies
   • 4.9k views
   • 
   • mbozek
   • August 19, 2011

6. 401(a) Match Plan and 403(b) Deferral Only

   By austin3515, January 15, 2013
   • 10 replies
   • 1.7k views
   • 
   • mbozek
   • January 16, 2013

7. Exclude bonuses from plan's definition of compensation

   By waid10, January 25, 2013   

   • universal availability issue?
   • 10 replies
   • 6.8k views
   • 
   • ETA Consulting LLC
   • January 25, 2013

8. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

   By Belgarath, September 24, 2013
   • 10 replies
   • 3.6k views
   • 
   • Patricia Neal Jensen
   • February 12, 2018

9. Impermissible distributions taken from ERISA 403(b) plan

   By Belgarath, March 7, 2014
   • 10 replies
   • 2.1k views
   • 
   • Peter Gulia
   • March 10, 2014

10. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 1.8k views
    • 
    • QDROphile
    • November 20, 2014

11. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1.3k views
    • 
    • AMDG
    • October 26, 2015

12. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.1k views
    • 
    • G8Rs
    • March 16, 2018

13. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 945 views
    • 
    • Griswold
    • September 28, 2018

14. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 1.1k views
    • 
    • Belgarath
    • June 11, 2019

15. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 546 views
    • 
    • Belgarath
    • September 29, 2020

16. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • September 3, 1999

17. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun, October 8, 1999
    • 9 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 4, 1999

18. 403B$$ move to a 401K

    By Guest blb, February 2, 2001
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • August 5, 2002

19. 415(c) Limit Question

    By Guest wwc870, April 3, 2001
    • 9 replies
    • 2.9k views
    • 
    • Ellie Lowder
    • August 27, 2001

20. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 12.8k views
    • 
    • joel
    • July 24, 2003

21. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • October 17, 2001

22. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

23. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 2.7k views
    • 
    • Belgarath
    • November 28, 2001

24. Rollover Rules, not a Revenue Ruling 90-24 Transfer

    By joel, December 25, 2001
    • 9 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • January 26, 2002

25. Compliance Responsibility

    By Guest lkazden, July 15, 2002
    • 9 replies
    • 2.3k views
    • 
    • mbozek
    • July 16, 2002