Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >
Section 110 of the Act revised the distribution option for 403(b) plans. Learn More >
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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Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make.
Who is considered an employee for retirement purposes? Why is it important?
Please join us in congratulating our two new Account Executives!