A Roth 403(b) plan is one type of tax-advantaged, employer-sponsored retirement savings account that combines elements of a Roth IRA and a traditional 403(b). While these plans share some similarities ...

Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and ...

The IRS recently issued final guidance on a significant SECURE 2.0 provision that changes how older, high-income employees contribute to their retirement plans. Starting in 2026, employees aged 50 and ...

How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

A 403(b) account, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for specific employees of public schools, tax-exempt organizations, and certain ministers. It allows employees ...

A 403(b) plan is a tax-advantaged retirement savings plan for certain employees of public schools, tax-exempt organizations, and ministers. On the other hand, Social Security is a federal program that ...

What Is a 403(b) Rollover to 401(k)? A 403(b) rollover to a 401(k) is a financial strategy wherein you transfer your retirement savings from a 403(b) plan to a 401(k) plan. The 403(b) plan is commonly ...

The IRS released rules in question and answer format for in-plan rollovers to designated Roth accounts in retirement plans (Notice 2013-74). The most significant part of the guidance concerns the ...