403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >
In order to keep a retirement plan exempt from ERISA, 403(b) plan sponsors must be careful not to exercise any discretionary authority over the plan. Learn More >
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View the employee benefit indexed limitations for the 2020 plan year, released by the IRS.
The circular calculation of compensation for an owner can be tricky.