403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. 403b hardship

   By Carike, October 17, 2019   

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

2. Correcting Missed Elective Deferrals for Terminated Participants

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

3. Distribution of 401k

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

4. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8, 2019   

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

5. 403(b) to 401(k) - Apologies if redundant

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

6. Boys and Girls Club

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

7. 403b restatement effective date

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

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

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

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

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

10. ERISA and Non-ERISA 403(b)

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

11. 403b forfeitures to new 401k

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

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

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

13. 1035 Exchange - variable annuity

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

14. 403(b) public school employee. Need advice

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

15. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 603 views
    • 
    • oldman63
    • July 15, 2019

16. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 292 views
    • 
    • david rigby
    • July 8, 2019

17. ETF's / Custodial Account

    By beartd, July 3, 2019
    • 2 replies
    • 635 views
    • 
    • Luke Bailey
    • January 26, 2021

18. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3, 2019
    • 1 reply
    • 341 views
    • 
    • CuseFan
    • July 3, 2019

19. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24, 2019
    • 4 replies
    • 471 views
    • 
    • Belgarath
    • July 3, 2019

20. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24, 2019   

    • universal availability
    • participant notice
    • (and 1 more)

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 4 replies
    • 2.1k views
    • 
    • ERISADC
    • May 19, 2021

21. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1k views
    • 
    • Belgarath
    • June 27, 2019

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

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

23. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

24. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 788 views
    • 
    • BTG
    • June 3, 2019

25. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 550 views
    • 
    • loserson
    • June 12, 2019