403(b) Plans, Accounts or Annuities

1,882 topics in this forum

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

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

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

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

3. Non-ERISA (public school) eligibility

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

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

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

5. Plan-to-Plan Transfer

   By 401(k)athryn, April 20, 2017
   • 7 replies
   • 1,572 views
   • 
   • david rigby
   • April 21, 2017

6. QDRO payout

   By Pension RC, December 21, 2016
   • 7 replies
   • 1,019 views
   • 
   • Noisy Nora
   • April 19, 2017

7. 403b Plan Loses Church Status

   By justatester, April 19, 2017   

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

8. 403(b) pre-approved plan advisory letter

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

9. School or school district mergers

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

10. Period Certain Rollovers Past 70

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

11. 403b match - age discrimination or not?

    By WP2017, April 3, 2017   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 421 views
    • 
    • K2
    • April 3, 2017

12. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2, March 16, 2017
    • 7 replies
    • 637 views
    • 
    • QDROphile
    • April 1, 2017

13. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 843 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

14. Exclude from Match

    By cdavis25, March 30, 2017
    • 2 replies
    • 337 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

15. ERISA or NonErisa Plan

    By R.G., March 27, 2017
    • 2 replies
    • 372 views
    • 
    • Kevin C
    • March 27, 2017

16. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

    • 403(b); vcp;
    • 2 replies
    • 339 views
    • 
    • Flyboyjohn
    • March 17, 2017

17. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 2,253 views
    • 
    • Lisa
    • March 15, 2017

18. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 524 views
    • 
    • KJohnson
    • March 9, 2017

19. the latest on pre-approved documents

    By Tom Poje, January 25, 2017
    • 1 reply
    • 492 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

20. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 1,020 views
    • 
    • Carol V. Calhoun
    • February 21, 2017

21. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8, 2017   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 783 views
    • 
    • dustin
    • February 9, 2017

22. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 468 views
    • 
    • K2
    • February 8, 2017

23. 403(b) Distributions Treated as Housing Allowance

    By DTH, February 2, 2017
    • 3 replies
    • 2,950 views
    • 
    • DTH
    • February 2, 2017

24. Counting Pre-Break Service for Post-Break Vesting

    By BigERISA, January 23, 2017   

    • elective deferrals
    • 401(k)
    • (and 1 more)

      Tagged with:

      • elective deferrals
      • 401(k)
      • 403(b)
    • 0 replies
    • 324 views
    • 
    • BigERISA
    • January 23, 2017

25. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 489 views
    • 
    • khn
    • January 19, 2017