403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Grandfathered Annuities

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

2. Period Certain Rollovers Past 70

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

3. 403(b) pre-approved plan advisory letter

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

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

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

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

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

6. missing MetLife RetireServe basic plan document

   By traveler, September 19, 2017   

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

7. transfer between plans of same employer

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

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

   By John Feldt ERPA CPC QPA, January 12, 2018   

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

9. Type 2 organization - automatically a controlled group?

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

10. Student-Teacher Exclusion

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

11. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

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

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

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

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

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

14. Church plan and allocation hours for non-elective

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

15. maintaining the administrative addendum?

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

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

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

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

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

18. LTD Makes Employer Contributions

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

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

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

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

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

21. 403(b) and 401(k) testing

    By MetsFan86, November 15, 2021
    • 0 replies
    • 232 views
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    • MetsFan86
    • November 15, 2021

22. Failed ACP. Can I cure with QMAC?

    By SPilger, December 6, 2021
    • 0 replies
    • 207 views
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    • SPilger
    • December 6, 2021

23. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 270 views
    • 
    • AlbanyConsultant
    • December 22, 2021

24. Permissive aggregation for coverage/ACP testing

    By Belgarath, Friday at 01:26 PM
    • 0 replies
    • 51 views
    • 
    • Belgarath
    • Friday at 01:26 PM