403(b) Plans, Accounts or Annuities

1,980 topics in this forum

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

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

2. ERISA and Non-ERISA 403(b)

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

3. 403b forfeitures to new 401k

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

4. 403b - Forfs Revert to Employer

   By austin3515, November 5, 2013
   • 9 replies
   • 2.3k views
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   • TPApril
   • August 29, 2019

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

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

6. 1035 Exchange - variable annuity

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

7. 403(b) public school employee. Need advice

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

8. $5,000 Cash-Out

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

9. Plan Amendment Effective, but Late Adopted

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

10. 401(a) profit sharing and 403(b) annuity

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

11. Nondiscrimination Testing for Two Identical Plans of the Employer

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

12. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.2k views
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    • Belgarath
    • June 27, 2019

13. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 5.7k views
    • 
    • nancy
    • June 13, 2019

14. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

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

15. 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

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

    By BG5150, June 6, 2019
    • 10 replies
    • 1.3k views
    • 
    • Belgarath
    • June 11, 2019

17. Universal Availability

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

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

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

19. Public School / Non-ERISA Plan

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

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

    By KaJay, April 12, 2019
    • 1 reply
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

21. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 18.7k views
    • 
    • Renier
    • April 3, 2019

22. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • March 28, 2019

23. 403(b) - ineligible employee fixes

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

24. 403b HCE

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

25. 401k and 403b Sponsored

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