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403(b) Plan Pros and Cons | Finance Strategists
A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan designed specifically for employees of public schools, certain tax-exempt organizations, and ministers. Modeled ...
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 ...
In November 2023, the IRS issued proposed regulations addressing the SECURE 2.0 long-term part-time (LTPT) employee eligibility requirements applicable to 401(k) plans knowing that further guidance ...
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