403(b) Plans, Accounts or Annuities

1,881 topics in this forum

1. Lost earnings... on rollover?

   By AlbanyConsultant, October 26, 2017
   • 4 replies
   • 377 views
   • 
   • hr for me
   • October 27, 2017

2. 403(b) safe harbor match and grandfathered formula

   By cathyw, October 12, 2017
   • 2 replies
   • 512 views
   • 
   • CuseFan
   • October 13, 2017

3. Missing Participating Employers

   By AMDG, October 10, 2017   

   • 403(b)
   • prototype
   • (and 5 more)

     Tagged with:

     • 403(b)
     • prototype
     • volume submitter
     • plan
     • partipation agreement
     • fis
     • sungard
   • 2 replies
   • 504 views
   • 
   • Larry Starr
   • October 11, 2017

4. Once In Always In

   By austin3515, October 5, 2017
   • 9 replies
   • 864 views
   • 
   • Peter Gulia
   • October 6, 2017

5. Can an employer transfer entire plan to new platform?

   By 401(k)athryn, April 21, 2017
   • 4 replies
   • 663 views
   • 
   • benefitz
   • September 28, 2017

6. 403b plan loan problems

   By doombuggy, July 29, 2014
   • 4 replies
   • 2,405 views
   • 
   • 403BWilder
   • September 28, 2017

7. Using 403(b) Contract as Collateral for a participant Loan Under an ER

   By Guest Laura, March 21, 2003
   • 4 replies
   • 5,284 views
   • 
   • 403BWilder
   • September 28, 2017

8. missing MetLife RetireServe basic plan document

   By traveler, September 19, 2017   

   • 403(b)
   • 0 replies
   • 258 views
   • 
   • traveler
   • September 19, 2017

9. 403(b) Plan Bonding Requirements

   By rocknrolls2, September 19, 2017
   • 1 reply
   • 190 views
   • 
   • Belgarath
   • September 19, 2017

10. 403(b) & 410(b) Coverage Tests

    By Good401(k), September 15, 2017   

    • 403(b)
    • 410(b)
    • 2 replies
    • 478 views
    • 
    • Good401(k)
    • September 15, 2017

11. Match to separate plan destroys ERISA exemption

    By Flyboyjohn, September 13, 2017   

    • 403b
    • erisa exemption
    • 2 replies
    • 515 views
    • 
    • CuseFan
    • September 13, 2017

12. Non-ERISA plan and Rollover Contributions

    By DTH, September 13, 2017
    • 3 replies
    • 719 views
    • 
    • Belgarath
    • September 13, 2017

13. Pooled 403b Plan??

    By austin3515, July 15, 2017
    • 3 replies
    • 471 views
    • 
    • AMDG
    • September 12, 2017

14. Maximum ER contribution if no 404 test?

    By AlbanyConsultant, September 5, 2017
    • 2 replies
    • 511 views
    • 
    • CuseFan
    • September 5, 2017

15. new document volume submitter approval

    By Tom Poje, May 12, 2017
    • 3 replies
    • 500 views
    • 
    • Carol V. Calhoun
    • August 21, 2017

16. 403(b) Plan Document

    By HarleyBabe, September 13, 2016
    • 12 replies
    • 1,339 views
    • 
    • benefitz
    • August 14, 2017

17. Schedule H Question

    By Stash026, July 27, 2017
    • 2 replies
    • 296 views
    • 
    • ESOP Guy
    • July 27, 2017

18. Different Plan Provisions for Multiple Vendors

    By khn, July 24, 2017
    • 3 replies
    • 696 views
    • 
    • hr for me
    • July 25, 2017

19. What is the correction for a missing document?

    By Peter Gulia, July 24, 2017   

    • 403(b); correction; vcp
    • 2 replies
    • 493 views
    • 
    • Carol V. Calhoun
    • July 25, 2017

20. RAP and old plan document

    By mcw, July 7, 2017
    • 1 reply
    • 423 views
    • 
    • Carol V. Calhoun
    • July 7, 2017

21. ER Contribution outside Plan - ERISA 403(b) Status

    By IhrtERISA, June 26, 2017   

    • dfvcp
    • 3 replies
    • 463 views
    • 
    • ETA Consulting LLC
    • June 26, 2017

22. Auto-enroll 403b?

    By AlbanyConsultant, June 22, 2017
    • 1 reply
    • 450 views
    • 
    • AlbanyConsultant
    • June 22, 2017

23. Employer Paid Plan Fees - ERISA 403(b) Status

    By RPP2001, June 19, 2017
    • 5 replies
    • 528 views
    • 
    • Carol V. Calhoun
    • June 19, 2017

24. starting a 403(b) plan in PA for a public school

    By Santo Gold, June 13, 2017
    • 0 replies
    • 307 views
    • 
    • Santo Gold
    • June 13, 2017

25. Public Schools and Pre-approved 403(b) Plans

    By JRG, May 25, 2017
    • 0 replies
    • 342 views
    • 
    • JRG
    • May 25, 2017