403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. $5,000 Cash-Out

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

2. Plan Amendment Effective, but Late Adopted

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

3. 401(a) profit sharing and 403(b) annuity

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

4. Nondiscrimination Testing for Two Identical Plans of the Employer

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

5. 20 hour exclusion

   By Belgarath, June 18, 2019
   • 9 replies
   • 1k views
   • 
   • Belgarath
   • June 27, 2019

6. 403(b) Money Purchase Pension Plan?

   By chris, January 27, 2011
   • 20 replies
   • 5.6k views
   • 
   • nancy
   • June 13, 2019

7. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28, 2019   

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

8. 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

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

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

10. Universal Availability

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

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

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

12. Public School / Non-ERISA Plan

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

13. 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

14. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 18.4k views
    • 
    • Renier
    • April 3, 2019

15. Exclusion of Students for Coverage Testing

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

16. 403(b) - ineligible employee fixes

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

17. 403b HCE

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

18. 401k and 403b Sponsored

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

19. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 2.1k views
    • 
    • Doc Ument
    • February 13, 2019

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

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

21. Moving to Single Vendor

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

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

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

23. Compensation Exclusions

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

24. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

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

25. Error in 2009 good faith 403b document

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