403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Mandatory deferrals?

   By wvbeachgirl, December 26, 2007
   • 10 replies
   • 15.2k views
   • 
   • austin3515
   • August 24, 2010

2. Frozen 403(b) plans

   By pbarrett, November 10, 1999
   • 10 replies
   • 7.5k views
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   • ljr
   • May 27, 2004

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

   By Belgarath, March 7, 2014
   • 10 replies
   • 2.3k views
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   • Peter Gulia
   • March 10, 2014

4. Combining 403b with Keogh/SEP for Self-employed

   By Guest Fishchick, September 25, 2001
   • 10 replies
   • 3.9k views
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   • Guest
   • February 25, 2003

5. Ineligible employee?

   By Griswold, September 25, 2018
   • 10 replies
   • 1.2k views
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   • Griswold
   • September 28, 2018

6. Ellie? Carol? Define YOS for catch-up purposes...

   By Guest STLGiant, September 30, 2002
   • 10 replies
   • 2k views
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   • Guest
   • October 1, 2002

7. 501(c)3 employer wants to obtain $42K max. TSA along with a SEP?

   By Lori H, June 9, 2005
   • 10 replies
   • 2.5k views
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   • Guest
   • July 5, 2005

8. Exclude bonuses from plan's definition of compensation

   By waid10, January 25, 2013   

   • universal availability issue?
   • 10 replies
   • 7.2k views
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   • ETA Consulting LLC
   • January 25, 2013

9. Other arrangements to use along with a 403(b)

   By Lori H, March 10, 2003
   • 10 replies
   • 3.2k views
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   • FJR
   • March 26, 2003

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

    By PMC, June 4, 2007
    • 10 replies
    • 8.9k views
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    • Guest
    • February 28, 2009

11. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 2.8k views
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    • mbozek
    • January 26, 2010

12. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 2.2k views
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    • QDROphile
    • November 20, 2014

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

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.3k views
    • 
    • G8Rs
    • March 16, 2018

14. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1.4k views
    • 
    • AMDG
    • October 26, 2015

15. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 6.3k views
    • 
    • Guest
    • May 2, 2001

16. Late Document

    By Guest Catherine M. Peery, January 4, 2010
    • 9 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2010

17. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 13.2k views
    • 
    • joel
    • July 24, 2003

18. 403(b)

    By Guest TLCPension, August 26, 2003
    • 9 replies
    • 5.4k views
    • 
    • mbozek
    • August 21, 2012

19. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 2.4k views
    • 
    • TPApril
    • August 29, 2019

20. What about Top-Heavy testing?

    By Guest fender5150, January 24, 2008
    • 9 replies
    • 9.8k views
    • 
    • Guest
    • February 11, 2008

21. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 21, 2011

22. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • April 15, 2014

23. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • June 27, 2019

24. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • September 3, 1999

25. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 2.8k views
    • 
    • Belgarath
    • November 28, 2001