Jump to content

403(b) Plans, Accounts or Annuities

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

2,012 topics in this forum

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

    By ATM,
    • 3 replies
    • 740 views

  2. 1035 Exchange - variable annuity

    By shERPA,
    • 6 replies
    • 1.1k views

  3. 403(b) public school employee. Need advice

    By Brett Smith,
    • 3 replies
    • 466 views

  4. $5,000 Cash-Out

    By oldman63,
    • 3 replies
    • 732 views

  5. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21,
    • 1 reply
    • 406 views

  6. ETF's / Custodial Account

    By beartd,
    • 2 replies
    • 907 views

  7. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63,
    • 1 reply
    • 466 views

  8. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven,
    • 4 replies
    • 661 views

  9. Annual notice required to satisfy universal availability?

    By 403BWilder,   
    • 4 replies
    • 2.4k views

  10. 20 hour exclusion

    By Belgarath,
    • 9 replies
    • 1.4k views

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

    By BG5150,
    • 10 replies
    • 1.4k views

  12. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn,
    • 4 replies
    • 1.7k views

  13. Universal Availability

    By BTG,
    • 3 replies
    • 1k views

  14. 403(b) Cash or Deferred?

    By Patricia Neal Jensen,   
    • 4 replies
    • 651 views

  15. Public School / Non-ERISA Plan

    By austin3515,
    • 2 replies
    • 602 views

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

    By Jeff Kirtner,
    • 6 replies
    • 859 views

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

    By KaJay,
    • 1 reply
    • 1.4k views

  18. 403(b) - ineligible employee fixes

    By Griswold,
    • 4 replies
    • 666 views

  19. 403b HCE

    By Dougsbpc,
    • 2 replies
    • 504 views

  20. 401k and 403b Sponsored

    By austin3515,
    • 1 reply
    • 497 views

  21. Safe harbor match - eligibility

    By Retirement Geek,   
    • 8 replies
    • 2.6k views

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

    By oldman63,
    • 1 reply
    • 383 views

  23. Moving to Single Vendor

    By khn,
    • 1 reply
    • 382 views

  24. Compensation Exclusions

    By Brigid,
    • 5 replies
    • 783 views

  25. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen,   
    • 4 replies
    • 692 views
×
×
  • Create New...