403(b) Plans, Accounts or Annuities

1,882 topics in this forum

1. Exclusions due to 20 or fewer hours of service

   By leighl, January 17, 2017
   • 1 reply
   • 420 views
   • 
   • ETA Consulting LLC
   • January 18, 2017

2. deleted

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

3. 403(b) mess no document no 5500s

   By Nancy D, December 20, 2016
   • 6 replies
   • 681 views
   • 
   • Nancy D
   • December 27, 2016

4. EE now working <20 hrs/wk... exclude going forward?

   By AlbanyConsultant, December 5, 2016
   • 5 replies
   • 899 views
   • 
   • Belgarath
   • December 23, 2016

5. Non QJSA 403(b) spousal waiver for beneficiary

   By Jim Chad, December 13, 2016
   • 2 replies
   • 665 views
   • 
   • Carol V. Calhoun
   • December 13, 2016

6. 20 hour exclusion NOT to apply to part-time union employees

   By Belgarath, April 28, 2015
   • 17 replies
   • 1,642 views
   • 
   • K2retire
   • November 17, 2016

7. 415 Limit

   By DTH, November 10, 2016
   • 1 reply
   • 512 views
   • 
   • Belgarath
   • November 10, 2016

8. ASPPA Conference - any word on 403(b) document approval?

   By Belgarath, October 26, 2016
   • 5 replies
   • 683 views
   • 
   • Belgarath
   • October 28, 2016

9. College student exclusion being challengeed by IRS auditor due to summer employment

   By Eve Sav, October 4, 2016   

   • Student Exclusion 403(b)
   • 3 replies
   • 796 views
   • 
   • Belgarath
   • October 5, 2016

10. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 936 views
    • 
    • Carol V. Calhoun
    • September 27, 2016

11. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 557 views
    • 
    • Peter Gulia
    • September 23, 2016

12. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 656 views
    • 
    • Belgarath
    • September 15, 2016

13. reimbursing fees for switching to new investments

    By AlbanyConsultant, September 12, 2016
    • 2 replies
    • 567 views
    • 
    • QDROphile
    • September 14, 2016

14. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 4,641 views
    • 
    • Belgarath
    • September 6, 2016

15. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 796 views
    • 
    • QDROphile
    • August 16, 2016

16. Are mandatory 403(b) deferrals still annual additions?

    By benefitz, July 26, 2016
    • 1 reply
    • 624 views
    • 
    • Carol V. Calhoun
    • July 28, 2016

17. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 590 views
    • 
    • Peter Gulia
    • July 22, 2016

18. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 755 views
    • 
    • Belgarath
    • July 21, 2016

19. coverage problem

    By Earl, July 14, 2016   

    • document is no help
    • 6 replies
    • 708 views
    • 
    • rcline46
    • July 18, 2016

20. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 852 views
    • 
    • Carol V. Calhoun
    • July 11, 2016

21. Any word on status of 403(b) pre-approved documents?

    By Belgarath, June 28, 2016
    • 4 replies
    • 637 views
    • 
    • Kevin C
    • June 29, 2016

22. Non-ERISA Church Plan Auto Enroll

    By cprisco, June 17, 2016
    • 1 reply
    • 728 views
    • 
    • Peter Gulia
    • June 17, 2016

23. 403(b) restatement

    By M Norton, June 13, 2016   

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

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1,146 views
    • 
    • M Norton
    • June 13, 2016

24. 411(a)(11) Treasury Regulation contrasted/compared to

    By Bumppo23, June 1, 2016   

    • 403(b)
    • plan termination
    • (and 4 more)

      Tagged with:

      • 403(b)
      • plan termination
      • distributions
      • transfers
      • qualified plan
      • profit-sharing plan
    • 1 reply
    • 975 views
    • 
    • Flyboyjohn
    • June 2, 2016

25. two 403(b) plans and transferring between them

    By Pinefresh, May 12, 2016
    • 6 replies
    • 698 views
    • 
    • QDROphile
    • May 24, 2016