403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Automatic Rollover

   By oldman63, July 23, 2018
   • 3 replies
   • 457 views
   • 
   • 30Rock
   • July 25, 2018

2. Merge 403(b) plan into 401(k) plan?

   By David Peckham, July 3, 2018
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 3, 2018

3. Gov't Non-Erisa 403(b) Match

   By Jennifer D., June 27, 2018
   • 2 replies
   • 407 views
   • 
   • QDROphile
   • June 28, 2018

4. FBRIC determination

   By etg, June 26, 2018
   • 1 reply
   • 867 views
   • 
   • Purplemandinga
   • June 27, 2018

5. purged demographic information problems

   By AlbanyConsultant, June 21, 2018
   • 3 replies
   • 370 views
   • 
   • AlbanyConsultant
   • June 22, 2018

6. Merge 401(a) into a 403(b) Plan

   By Mel_1999, May 15, 2017
   • 4 replies
   • 2k views
   • 
   • Patricia Neal Jensen
   • June 18, 2018

7. Adding 20 hr/wk for deferral eligibility: OK?

   By AlbanyConsultant, April 20, 2018
   • 16 replies
   • 1.1k views
   • 
   • MWeddell
   • June 15, 2018

8. 403b / 415 Limits

   By austin3515, June 13, 2018
   • 5 replies
   • 478 views
   • 
   • JamesK
   • June 13, 2018

9. Loans to terminated participants

   By 30Rock, June 1, 2018
   • 6 replies
   • 803 views
   • 
   • Patricia Neal Jensen
   • June 5, 2018

10. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31, 2018   

    • 403(b)
    • deemed loan
    • 6 replies
    • 545 views
    • 
    • 401(k)athryn
    • June 4, 2018

11. 15-Year Service Catch-up and Nursing Homes

    By DTH, June 3, 2018
    • 1 reply
    • 310 views
    • 
    • Belgarath
    • June 4, 2018

12. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23, 2018
    • 5 replies
    • 688 views
    • 
    • Belgarath
    • May 29, 2018

13. need to restate before plan termination?

    By AlbanyConsultant, November 8, 2017
    • 6 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • May 29, 2018

14. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant, April 24, 2018
    • 6 replies
    • 517 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

15. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen, May 3, 2018   

    • 403(b)
    • plan document
    • 2 replies
    • 407 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

16. 5310 for 403(b) Plan

    By Dalai Pookah, April 23, 2018   

    • 5310
    • 403(b)
    • 1 reply
    • 539 views
    • 
    • Luke Bailey
    • April 23, 2018

17. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen, April 16, 2018   

    • ppa restatement 403(b)
    • 403(b) termination
    • 4 replies
    • 686 views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

18. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 681 views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

19. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3, 2018   

    • 8955 ssa
    • 7 replies
    • 2k views
    • 
    • ESOP Guy
    • April 5, 2018

20. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 29, 2018

21. 403(b) and 401a PS Plan

    By austin3515, March 2, 2018
    • 8 replies
    • 660 views
    • 
    • austin3515
    • March 21, 2018

22. Highly Compensated and post-severance compensation

    By Belgarath, February 13, 2018
    • 5 replies
    • 516 views
    • 
    • Belgarath
    • March 21, 2018

23. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21, 2018
    • 22 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

24. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.1k views
    • 
    • G8Rs
    • March 16, 2018

25. Is it a Roth?

    By joel, February 5, 2018
    • 14 replies
    • 831 views
    • 
    • Mike Preston
    • March 10, 2018