403(b) Plans, Accounts or Annuities

1,873 topics in this forum

1. 403(b) & 410(b) Coverage Tests

   By Good401(k), September 15, 2017   

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

2. Match to separate plan destroys ERISA exemption

   By Flyboyjohn, September 13, 2017   

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

3. Non-ERISA plan and Rollover Contributions

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

4. Pooled 403b Plan??

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

5. Maximum ER contribution if no 404 test?

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

6. new document volume submitter approval

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

7. 403(b) Plan Document

   By HarleyBabe, September 13, 2016
   • 12 replies
   • 1,254 views
   • 
   • benefitz
   • August 14, 2017

8. Schedule H Question

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

9. Different Plan Provisions for Multiple Vendors

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

10. What is the correction for a missing document?

    By Peter Gulia, July 24, 2017   

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

11. RAP and old plan document

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

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

    By IhrtERISA, June 26, 2017   

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

13. Auto-enroll 403b?

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

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

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

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

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

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

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

17. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS, May 24, 2017
    • 3 replies
    • 505 views
    • 
    • Belgarath
    • May 25, 2017

18. Non-ERISA (public school) eligibility

    By Belgarath, May 5, 2017
    • 1 reply
    • 355 views
    • 
    • ETA Consulting LLC
    • May 5, 2017

19. Financial Audit of Public School 403(b) Plan

    By JRG, April 25, 2017
    • 2 replies
    • 338 views
    • 
    • Carol V. Calhoun
    • April 26, 2017

20. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 1,370 views
    • 
    • david rigby
    • April 21, 2017

21. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 974 views
    • 
    • Noisy Nora
    • April 19, 2017

22. 403b Plan Loses Church Status

    By justatester, April 19, 2017   

    • how to run the abt test
    • 1 reply
    • 353 views
    • 
    • CuseFan
    • April 19, 2017

23. 403(b) pre-approved plan advisory letter

    By Belgarath, April 11, 2017
    • 0 replies
    • 364 views
    • 
    • Belgarath
    • April 11, 2017

24. School or school district mergers

    By Belgarath, March 20, 2017
    • 4 replies
    • 382 views
    • 
    • Belgarath
    • April 11, 2017

25. Period Certain Rollovers Past 70

    By ScottyD, April 4, 2017
    • 0 replies
    • 334 views
    • 
    • ScottyD
    • April 4, 2017