A 403(b) retirement plan is an employer-sponsored plan for employees of public schools and certain 501(c)(3) tax-exempt organizations. Also known as a tax-sheltered annuity plan, a 403(b) is similar ...

Both 401(k) and 403(b) plans are employer-sponsored retirement plans, but there are key differences between the two plans that are important to highlight. Simply put, a 403(b) plan is a type of ...

A 403(b) plan allows employees of nonprofit organizations, schools and churches to invest for retirement in a tax-advantaged way. Workers can contribute up to $23,000 of their income to a 403(b) plan, ...

If you have an employer-sponsored retirement plan, like a 403(b), leaving your job means you’ll need to decide what to do with your account. When retiring, you have three main options: You can retain ...

The Internal Revenue Service (IRS) expanded its individually designed determination letter program to include 403(b) retirement plans in November 2022, before which time 403(b) plan sponsors did not ...

On Oct. 3, 2024, the Internal Revenue Service released important guidance on the obligations of 403(b) plan sponsors to their part-time employees. Under recently passed legislation that is effective ...

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Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation of multiple and pooled ...