403(b) Plans, Accounts or Annuities

1,907 topics in this forum

1. Non-ERISA 403(b) and QDRO's

   By Belgarath, February 21, 2018
   • 22 replies
   • 1,220 views
   • 
   • Carol V. Calhoun
   • March 20, 2018

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

   By kmhaab, March 13, 2018   

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

3. Is it a Roth?

   By joel, February 5, 2018
   • 14 replies
   • 721 views
   • 
   • Mike Preston
   • March 10, 2018

4. Student-Teacher Exclusion

   By DTH, March 2, 2018
   • 0 replies
   • 265 views
   • 
   • DTH
   • March 2, 2018

5. Foundation with employees in U.S. and Canada

   By Belgarath, March 1, 2018
   • 2 replies
   • 236 views
   • 
   • Belgarath
   • March 1, 2018

6. MWBE 403(b) Recordkeeping and Administration Firms

   By Kim DiMaria, February 21, 2018
   • 4 replies
   • 403 views
   • 
   • Kim DiMaria
   • February 26, 2018

7. TIAA-CREF Restatements with Ascensus

   By Christine Roberts, June 18, 2010
   • 11 replies
   • 2,648 views
   • 
   • Patricia Neal Jensen
   • February 21, 2018

8. Type 2 organization - automatically a controlled group?

   By AlbanyConsultant, February 20, 2018
   • 0 replies
   • 243 views
   • 
   • AlbanyConsultant
   • February 20, 2018

9. 401k Match or Nonelective

   By perkinsran, February 15, 2018
   • 7 replies
   • 386 views
   • 
   • BG5150
   • February 16, 2018

10. 414(h)(2) and definition of compensation

    By Belgarath, February 14, 2018
    • 1 reply
    • 417 views
    • 
    • Luke Bailey
    • February 14, 2018

11. Prevailing Wage in a 403b

    By austin3515, February 13, 2018
    • 3 replies
    • 432 views
    • 
    • Carol V. Calhoun
    • February 14, 2018

12. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 3,216 views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

13. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 496 views
    • 
    • Luke Bailey
    • February 9, 2018

14. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 1,506 views
    • 
    • jpod
    • January 25, 2018

15. Company has 403b plan but participant opens simple IRA

    By jmartinrps, January 19, 2018
    • 3 replies
    • 333 views
    • 
    • Luke Bailey
    • January 22, 2018

16. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
    • 0 replies
    • 340 views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2018

17. 403(b) Moves from Insurance to Mutual Funds

    By austin3515, December 20, 2017
    • 3 replies
    • 541 views
    • 
    • austin3515
    • January 8, 2018

18. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities, September 19, 2016   

    • Non-ERISA vs. ERISA
    • Form 5500
    • 5 replies
    • 2,503 views
    • 
    • Patricia Neal Jensen
    • December 12, 2017

19. QJSA Rules for 403(b) Plans

    By Purplemandinga, November 22, 2017
    • 3 replies
    • 610 views
    • 
    • Flyboyjohn
    • November 24, 2017

20. 403b/401k combo

    By austin3515, November 16, 2017
    • 1 reply
    • 350 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

21. Wants 401k. Has 403b plan now.

    By coleboy, November 14, 2017
    • 2 replies
    • 377 views
    • 
    • Flyboyjohn
    • November 15, 2017

22. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

    By rocknrolls2, August 27, 2017
    • 2 replies
    • 617 views
    • 
    • Insurance
    • November 8, 2017

23. removal of QJ&SA

    By AlbanyConsultant, November 2, 2017
    • 1 reply
    • 397 views
    • 
    • ETA Consulting LLC
    • November 2, 2017

24. transfer between plans of same employer

    By AlbanyConsultant, November 1, 2017
    • 0 replies
    • 275 views
    • 
    • AlbanyConsultant
    • November 1, 2017

25. How many 403(a) plans are there?

    By AMDG, October 31, 2017   

    • 403(a)
    • group annuity
    • (and 1 more)

      Tagged with:

      • 403(a)
      • group annuity
      • qualified plan
    • 1 reply
    • 420 views
    • 
    • ETA Consulting LLC
    • October 31, 2017