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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

1,978 topics in this forum

  1. excluded compensation

    By Earl,
    • 1 reply
    • 453 views

  2. 403(b) and PEO

    By 52626,
    • 2 replies
    • 537 views

  3. Excluded employees

    By pixmax,
    • 1 reply
    • 300 views

  4. controlled group - single board of directors?

    By WCC,
    • 2 replies
    • 484 views

  5. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC,
    • 0 replies
    • 607 views

  6. 403(b) Plan Compensation Issues

    By PensionPro,
    • 4 replies
    • 688 views

  7. Ineligible employee?

    By Griswold,
    • 10 replies
    • 948 views

  8. Roth 403(b) Contributions and W2 reporting

    By John Cross,   
    • 1 reply
    • 1.4k views

  9. 2 plans - one non-ERISA and one ERISA

    By cpc0506,
    • 3 replies
    • 451 views

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

    By TPApril,
    • 23 replies
    • 2.6k views

  11. Merging assets into 403(b)

    By MarZDoates,
    • 2 replies
    • 463 views

  12. TPA Loan Fee in 403(b) - Reasonable?

    By beartd,
    • 5 replies
    • 583 views

  13. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab,
    • 0 replies
    • 350 views

  14. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix,
    • 1 reply
    • 705 views

  15. Automatic Rollover

    By oldman63,
    • 3 replies
    • 460 views

  16. Merge 403(b) plan into 401(k) plan?

    By David Peckham,
    • 2 replies
    • 1.4k views

  17. Gov't Non-Erisa 403(b) Match

    By Jennifer D.,
    • 2 replies
    • 410 views

  18. FBRIC determination

    By etg,
    • 1 reply
    • 874 views

  19. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 372 views

  20. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 481 views

  21. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 339 views

  22. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 814 views

  23. Deemed Loan & In-Service Distribution

    By 401(k)athryn,   
    • 6 replies
    • 550 views

  24. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen,   
    • 2 replies
    • 408 views

  25. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant,
    • 6 replies
    • 520 views
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