403(b) Plans, Accounts or Annuities

1,917 topics in this forum

1. 403(b) needs help w/Vol Comp Prog filing

   By Florida1, March 16, 2017   

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

2. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 2,318 views
   • 
   • Lisa
   • March 15, 2017

3. Non-excludable employee move to excludable group

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

4. the latest on pre-approved documents

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

5. canadian resident in plan

   By Beemer, January 23, 2017
   • 12 replies
   • 1,135 views
   • 
   • Carol V. Calhoun
   • February 21, 2017

6. Surrender Fees Considerations when Terminating Group Annuity Plan

   By dustin, February 8, 2017   

   • 403b
   • surrender fees
   • (and 2 more)

     Tagged with:

     • 403b
     • surrender fees
     • annuity
     • termination
   • 5 replies
   • 870 views
   • 
   • dustin
   • February 9, 2017

7. 403(b) ACP testing and 414(s) compensation

   By leighl, February 7, 2017   

   • 414(s) and acp
   • 1 reply
   • 522 views
   • 
   • K2
   • February 8, 2017

8. 403(b) Distributions Treated as Housing Allowance

   By DTH, February 2, 2017
   • 3 replies
   • 3,542 views
   • 
   • DTH
   • February 2, 2017

9. Counting Pre-Break Service for Post-Break Vesting

   By BigERISA, January 23, 2017   

   • elective deferrals
   • 401(k)
   • (and 1 more)

     Tagged with:

     • elective deferrals
     • 401(k)
     • 403(b)
   • 0 replies
   • 338 views
   • 
   • BigERISA
   • January 23, 2017

10. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 536 views
    • 
    • khn
    • January 19, 2017

11. Exclusions due to 20 or fewer hours of service

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

12. deleted

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

13. 403(b) mess no document no 5500s

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

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

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

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

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

16. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 1,677 views
    • 
    • K2retire
    • November 17, 2016

17. 415 Limit

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

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

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

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

    By Eve Sav, October 4, 2016   

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

20. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 1,102 views
    • 
    • Carol V. Calhoun
    • September 27, 2016

21. Establishing a 403(b) deadline

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

22. Student Employee exclusion

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

23. reimbursing fees for switching to new investments

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

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

    By AndyH, April 10, 2002
    • 10 replies
    • 4,819 views
    • 
    • Belgarath
    • September 6, 2016

25. 403b Plan Investments

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