403(b) Plans, Accounts or Annuities

1,980 topics in this forum

1. 403(b) and Direct Deposit

   By Silver70, April 5, 2016
   • 0 replies
   • 466 views
   • 
   • Silver70
   • April 5, 2016

2. 403(b) restatement

   By M Norton, June 13, 2016   

   • 403(b)
   • restatement
   • (and 1 more)

     Tagged with:

     • 403(b)
     • restatement
     • PPA
   • 0 replies
   • 1.3k views
   • 
   • M Norton
   • June 13, 2016

3. 403(b) Plan-to-Plan Transfer Rules

   By rocknrolls2, May 12, 2016
   • 0 replies
   • 1k views
   • 
   • rocknrolls2
   • May 12, 2016

4. 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
   • 384 views
   • 
   • BigERISA
   • January 23, 2017

5. deleted

   By AMDG, January 9, 2017
   • 0 replies
   • 459 views
   • 
   • AMDG
   • January 9, 2017

6. Grandfathered Annuities

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

7. Period Certain Rollovers Past 70

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

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

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

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

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

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

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

11. missing MetLife RetireServe basic plan document

    By traveler, September 19, 2017   

    • 403(b)
    • 0 replies
    • 336 views
    • 
    • traveler
    • September 19, 2017

12. transfer between plans of same employer

    By AlbanyConsultant, November 1, 2017
    • 0 replies
    • 306 views
    • 
    • AlbanyConsultant
    • November 1, 2017

13. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
    • 0 replies
    • 429 views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2018

14. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant, February 20, 2018
    • 0 replies
    • 310 views
    • 
    • AlbanyConsultant
    • February 20, 2018

15. Student-Teacher Exclusion

    By DTH, March 2, 2018
    • 0 replies
    • 371 views
    • 
    • DTH
    • March 2, 2018

16. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 354 views
    • 
    • kmhaab
    • August 28, 2018

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

    By IHC, October 4, 2018
    • 0 replies
    • 623 views
    • 
    • IHC
    • October 4, 2018

18. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 269 views
    • 
    • AlbanyConsultant
    • September 10, 2019

19. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 300 views
    • 
    • cpc0506
    • November 15, 2019

20. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
    • 0 replies
    • 273 views
    • 
    • AlbanyConsultant
    • February 27, 2020

21. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 342 views
    • 
    • QP_Guy
    • March 23, 2020

22. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14, 2020
    • 0 replies
    • 261 views
    • 
    • Peter Gulia
    • April 14, 2020

23. LTD Makes Employer Contributions

    By khn, February 12, 2021
    • 0 replies
    • 278 views
    • 
    • khn
    • February 12, 2021

24. Any updates on Non-ERISA Governmental 401K plans

    By JOH, February 24, 2021
    • 0 replies
    • 305 views
    • 
    • JOH
    • February 24, 2021

25. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 271 views
    • 
    • KaJay
    • July 14, 2021