403(b) Plans, Accounts or Annuities

1,974 topics in this forum

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

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

2. Non-ERISA 403(b) Satisfy CalSavers Exemption?

   By Patricia Neal Jensen, March 28, 2022
   • 1 reply
   • 269 views
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   • Peter Gulia
   • March 28, 2022

3. maintaining the administrative addendum?

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

4. NON-ERISA Plans and Beneficiary Designation

   By JOH, July 19, 2022
   • 4 replies
   • 265 views
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   • Patricia Neal Jensen
   • July 20, 2022

5. 403(b) Plan Bonding Requirements

   By rocknrolls2, September 19, 2017
   • 1 reply
   • 263 views
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   • Belgarath
   • September 19, 2017

6. LTD Makes Employer Contributions

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

7. "20 hour exclusion"

   By Belgarath, October 12, 2021
   • 2 replies
   • 257 views
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   • Luke Bailey
   • October 13, 2021

8. Plan qualifying for non-ERISA, but executed an ERISA document

   By Belgarath, December 20, 2021
   • 6 replies
   • 257 views
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   • Belgarath
   • December 22, 2021

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

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

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

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

11. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 253 views
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    • Luke Bailey
    • July 11, 2022

12. 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

13. Employer contribution made for two terminated employees by mistake.

    By KaJay, February 9, 2021
    • 1 reply
    • 249 views
    • 
    • Peter Gulia
    • February 10, 2021

14. Safe Harbor 403(b) Plan, but.....

    By bzorc, May 13, 2022
    • 12 replies
    • 248 views
    • 
    • Nate S
    • May 17, 2022

15. 403(b) and 401(k) testing

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

16. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 229 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

17. 403b auto enroll formula

    By Santo Gold, October 25, 2022
    • 7 replies
    • 229 views
    • 
    • Santo Gold
    • November 9, 2022

18. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl, January 29, 2021
    • 2 replies
    • 228 views
    • 
    • Luke Bailey
    • February 1, 2021

19. Pooled Separate Account allowed?

    By bzorc, August 22, 2022
    • 4 replies
    • 221 views
    • 
    • Patricia Neal Jensen
    • August 24, 2022

20. Failed ACP. Can I cure with QMAC?

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

21. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 191 views
    • 
    • austin3515
    • December 6, 2020

22. Refund of Plan Loan Interest

    By waid10, July 11, 2022
    • 2 replies
    • 178 views
    • 
    • Bird
    • July 11, 2022

23. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath, July 28, 2022
    • 4 replies
    • 174 views
    • 
    • Belgarath
    • August 2, 2022

24. Permissive aggregation for coverage/ACP testing

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