403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. 403(b) QDROs

   By IRA, October 16, 2013
   • 8 replies
   • 4.7k views
   • 
   • mbozek
   • October 25, 2013

2. Confusing 403(b) elgibility provisions.

   By Lori H, November 20, 2013
   • 8 replies
   • 5.1k views
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   • Tom Poje
   • December 16, 2013

3. 403(b) - does adoption agreement trump non-ERISA status?

   By Guest ellis14, November 20, 2014
   • 8 replies
   • 1.4k views
   • 
   • mbozek
   • November 26, 2014

4. NonErisa plan document requirement?

   By Lori H, February 19, 2015
   • 8 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • February 19, 2015

5. 403(b) and 401a PS Plan

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

6. Safe harbor match - eligibility

   By Retirement Geek, February 6, 2019   

   • safe habor
   • match
   • 8 replies
   • 2.1k views
   • 
   • Doc Ument
   • February 13, 2019

7. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

   By Peter Gulia, June 26, 2020   

   • 403(b); hardship; vendor
   • 8 replies
   • 526 views
   • 
   • Peter Gulia
   • June 29, 2020

8. 403(b) and a SEP

   By Guest condor, September 30, 1998
   • 7 replies
   • 2.8k views
   • 
   • Guest
   • October 21, 1998

9. Limit on time to remit to Investor

   By Guest Liz Propp, October 23, 1998
   • 7 replies
   • 3.4k views
   • 
   • Guest
   • May 3, 1999

10. A reasonable number of investmest options.

    By jlf, May 15, 1999
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • May 21, 1999

11. 403(b) vs 401(k)

    By kocak, December 5, 1998
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • June 8, 1999

12. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • December 10, 1999

13. What happens when the sponsor of a 403(b) plan ceases to exist? What

    By John A, December 23, 1999
    • 7 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

14. MEA Calculations and IRC Sec. 415

    By Guest Benmark, April 18, 2000
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 26, 2000

15. Catch-Up Rules

    By Guest Jeff Kropp, June 13, 2000
    • 7 replies
    • 2.1k views
    • 
    • jlf
    • July 11, 2000

16. 403b Compliance

    By Guest AdamR, April 27, 2007
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • May 2, 2007

17. "Condition of employment" contributions to 403(b)

    By JWK, July 24, 2000
    • 7 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • August 6, 2001

18. Eligibility Issues: Equivalancies

    By Guest STLGiant, March 6, 2002
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • March 7, 2002

19. Timing of Deferral Deposits - "Reasonableness" Standard for

    By Christine Roberts, March 12, 2002
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • April 7, 2002

20. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.3k views
    • 
    • billfgrady
    • September 16, 2002

21. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • October 3, 2002

22. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • September 21, 2004

23. Loan Contract

    By katieinny, February 19, 2003
    • 7 replies
    • 1.7k views
    • 
    • katieinny
    • February 20, 2003

24. Six month waiting period to defer after hardship withdrawal.

    By katieinny, February 25, 2003
    • 7 replies
    • 3.7k views
    • 
    • QDROphile
    • May 16, 2003

25. Union members were mistakenly included in 403(b) plan. Can the plan be

    By Guest deedee, March 20, 2003
    • 7 replies
    • 3.1k views
    • 
    • GBurns
    • April 5, 2003