403(b) Plans, Accounts or Annuities

1,971 topics in this forum

1. Nondiscrimination Testing for Two Identical Plans of the Employer

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

2. 20 hour exclusion

   By Belgarath, June 18, 2019
   • 9 replies
   • 984 views
   • 
   • Belgarath
   • June 27, 2019

3. 403(b) Money Purchase Pension Plan?

   By chris, January 27, 2011
   • 20 replies
   • 5.5k views
   • 
   • nancy
   • June 13, 2019

4. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28, 2019   

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

5. 401(a) Plan & non-ERISA 403(b) Plan

   By 401(k)athryn, June 5, 2019
   • 4 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • June 11, 2019

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

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

7. Universal Availability

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

8. Non-ERISA 403(b) started automatic contributions

   By Jeff Kirtner, May 21, 2019
   • 6 replies
   • 627 views
   • 
   • Patricia Neal Jensen
   • May 28, 2019

9. Public School / Non-ERISA Plan

   By austin3515, May 24, 2019
   • 2 replies
   • 535 views
   • 
   • austin3515
   • May 24, 2019

10. Can active employee contribute unused vacation time to 403(b)?

    By KaJay, April 12, 2019
    • 1 reply
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

11. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 18.3k views
    • 
    • Renier
    • April 3, 2019

12. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • March 28, 2019

13. 403(b) - ineligible employee fixes

    By Griswold, March 26, 2019
    • 4 replies
    • 468 views
    • 
    • Griswold
    • March 27, 2019

14. 403b HCE

    By Dougsbpc, March 18, 2019
    • 2 replies
    • 396 views
    • 
    • Dougsbpc
    • March 19, 2019

15. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 452 views
    • 
    • Belgarath
    • February 21, 2019

16. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 2k views
    • 
    • Doc Ument
    • February 13, 2019

17. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 2.5k views
    • 
    • Belgarath
    • February 1, 2019

18. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 311 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

19. Plan document not updated for final 403(b) regulations

    By oldman63, January 24, 2019
    • 1 reply
    • 324 views
    • 
    • Kevin C
    • January 24, 2019

20. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 661 views
    • 
    • CuseFan
    • January 22, 2019

21. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 514 views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

22. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 757 views
    • 
    • Luke Bailey
    • January 17, 2019

23. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17, 2019
    • 3 replies
    • 758 views
    • 
    • AJC
    • January 17, 2019

24. Safe harbor match, employees excluded from match only

    By Belgarath, January 8, 2019
    • 5 replies
    • 510 views
    • 
    • Belgarath
    • January 11, 2019

25. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 2.7k views
    • 
    • lm64
    • January 3, 2019