403(b) Plans, Accounts or Annuities

1,912 topics in this forum

1. RAP and old plan document

   By mcw, July 7, 2017
   • 1 reply
   • 443 views
   • 
   • Carol V. Calhoun
   • July 7, 2017

2. ER Contribution outside Plan - ERISA 403(b) Status

   By IhrtERISA, June 26, 2017   

   • dfvcp
   • 3 replies
   • 489 views
   • 
   • ETA Consulting LLC
   • June 26, 2017

3. Auto-enroll 403b?

   By AlbanyConsultant, June 22, 2017
   • 1 reply
   • 477 views
   • 
   • AlbanyConsultant
   • June 22, 2017

4. Employer Paid Plan Fees - ERISA 403(b) Status

   By RPP2001, June 19, 2017
   • 5 replies
   • 587 views
   • 
   • Carol V. Calhoun
   • June 19, 2017

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

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

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

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

7. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

   By SavingsRUS, May 24, 2017
   • 3 replies
   • 562 views
   • 
   • Belgarath
   • May 25, 2017

8. Non-ERISA (public school) eligibility

   By Belgarath, May 5, 2017
   • 1 reply
   • 422 views
   • 
   • ETA Consulting LLC
   • May 5, 2017

9. Financial Audit of Public School 403(b) Plan

   By JRG, April 25, 2017
   • 2 replies
   • 366 views
   • 
   • Carol V. Calhoun
   • April 26, 2017

10. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 1,833 views
    • 
    • david rigby
    • April 21, 2017

11. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 1,051 views
    • 
    • Noisy Nora
    • April 19, 2017

12. 403b Plan Loses Church Status

    By justatester, April 19, 2017   

    • how to run the abt test
    • 1 reply
    • 387 views
    • 
    • CuseFan
    • April 19, 2017

13. 403(b) pre-approved plan advisory letter

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

14. School or school district mergers

    By Belgarath, March 20, 2017
    • 4 replies
    • 419 views
    • 
    • Belgarath
    • April 11, 2017

15. Period Certain Rollovers Past 70

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

16. 403b match - age discrimination or not?

    By WP2017, April 3, 2017   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 460 views
    • 
    • K2
    • April 3, 2017

17. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2, March 16, 2017
    • 7 replies
    • 661 views
    • 
    • QDROphile
    • April 1, 2017

18. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 969 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

19. Exclude from Match

    By cdavis25, March 30, 2017
    • 2 replies
    • 347 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

20. ERISA or NonErisa Plan

    By R.G., March 27, 2017
    • 2 replies
    • 387 views
    • 
    • Kevin C
    • March 27, 2017

21. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

    • 403(b); vcp;
    • 2 replies
    • 344 views
    • 
    • Flyboyjohn
    • March 17, 2017

22. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 2,307 views
    • 
    • Lisa
    • March 15, 2017

23. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 572 views
    • 
    • KJohnson
    • March 9, 2017

24. the latest on pre-approved documents

    By Tom Poje, January 25, 2017
    • 1 reply
    • 520 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

25. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 1,116 views
    • 
    • Carol V. Calhoun
    • February 21, 2017