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What's a 403(b) retirement savings plan? (And how to take advantage of one)
You may never have heard of a 403(b) plan before, but if you're familiar with the 401(k), then you basically know the 403(b) ...
As you look toward 2025 and your financial future, there are tools and resources you can use to help keep your planning and savings on track. Each year in November, the IRS announces the next year's ...
Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and ...
Depending on your employment, you may be eligible to participate in DePauw-sponsored 403(b) retirement plan. Even small amounts of money invested regularly over your career can provide a significant ...
If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t reward you for almost doing everything right — ...
Legislation that is considered one of the American Retirement Association’s top policy priorities is on deck to be considered next week by the House of Representatives.
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403(b) Contribution Limits for 2025
In 2025, 403(b) contribution limits exceeded 2024 limits by a welcome $500. That's helpful (and a big boost) for certain employees of schools and other tax-exempt organizations who can participate in ...
The SECURE 2.0 Act of 2022 has added another set of administrative changes to plans, ushering in significant changes to the eligibility criteria for long-term, part-time employees to participate in ...
The Plan Sponsor Council of America has launched 403(b) Day to effectively help nonprofit employers promote 403(b) plans and engage plan participants in retirement planning, similarly to 401(k) Day.
If your organization sponsors a 403(b) retirement plan, there’s a crucial Internal Revenue Service (IRS) deadline you can’t afford to ignore. The IRS has announced a plan restatement deadline for ...
Prior to 1998, Massachusetts' retirement laws allowed taxpayers to deduct their 401k plan contributions from federal and state income taxes. However, taxpayers with 403b (Tax-Sheltered Annuity Plan) ...
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