Resources

403(b) vs. 401(k) - 2023

403(b) | June 12, 2023

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

Details of the SECURE Act - Part Seventeen: 403(b)(9) Church Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | 403(b) | March 12, 2021

Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >

Details of the SECURE Act - Part Sixteen: 403(b) Plan Distributions

Leisha Gosling, MBA, CEBS, QKA, QKC | 403(b) | March 1, 2021

Section 110 of the Act revised the distribution option for 403(b) plans. Learn More >

What Does it Take to be a Non-ERISA 403(b) Plan?

Laura J. Lyvers, CPA, QKA | 403(b) | April 22, 2015

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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