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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

Followers 5

1,934 topics in this forum

  1. 403(b) Plan Limits - Multiple Employers

    By JRG,
    • 6 replies
    • 1.4k views

  2. TPA Loan Fee in 403(b) - Reasonable?

    By beartd,
    • 5 replies
    • 444 views

  3. Merging assets into 403(b)

    By MarZDoates,
    • 2 replies
    • 337 views

  4. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab,
    • 0 replies
    • 248 views

  5. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix,
    • 1 reply
    • 381 views

  6. Automatic Rollover

    By oldman63,
    • 3 replies
    • 390 views

  7. Merge 403(b) plan into 401(k) plan?

    By David Peckham,
    • 2 replies
    • 939 views

  8. Gov't Non-Erisa 403(b) Match

    By Jennifer D.,
    • 2 replies
    • 331 views

  9. FBRIC determination

    By etg,
    • 1 reply
    • 496 views

  10. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 327 views

  11. Merge 401(a) into a 403(b) Plan

    By Mel_1999,
    • 4 replies
    • 1.4k views

  12. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant,
    • 16 replies
    • 747 views

  13. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 378 views

  14. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 524 views

  15. Deemed Loan & In-Service Distribution

    By 401(k)athryn,   
    • 6 replies
    • 441 views

  16. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 261 views

  17. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 361 views

  18. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 925 views

  19. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant,
    • 6 replies
    • 423 views

  20. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen,   
    • 2 replies
    • 337 views

  21. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 395 views

  22. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen,   
    • 4 replies
    • 584 views

  23. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 397 views

  24. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 1.5k views

  25. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen,   
    • 22 replies
    • 1.1k views
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