Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?

IRS Publication 571 offers detailed guidelines on tax-sheltered annuities for 403(b) plans, including contributions, rollovers, and distribution rules.

One of the principal drivers of 403(b) Plans for governmental agencies is that when they are combined with a governmental 457(b) Plan, employees eligible for both plans may “double dip.” This is a ...

Rollover is a term frequently used in the world of retirement savings, representing the process of moving funds from one retirement account to another. When contemplating retirement plans, ...

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 ...

WASHINGTON, Aug. 27, 2025 /PRNewswire/ -- A new report from the Investment Company Institute (ICI) and ISS Market Intelligence (MI) finds that most employees in large 403(b) plans subject to the ...

Average 401(k) and 403(b) balances increased by double-digit percentages in 2025, marking the third straight year of strong ...

In the face of prolonged economic instability, 403(b) plan sponsors are forging ahead with a variety of plan improvements. The latest 403(b) plan sponsor survey from the Plan Sponsor Council of ...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) last week provided transition relief for plan administrators of 403(b) plans who make a good faith effort to comply with ...

Although such plans must follow state fiduciary laws, those are much more lax than ERISA's standards — a dynamic that exposes teachers to shady sales practices and high fees, according to experts.

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Feb 25, 2025, 05:42pm EST Feb 26, 2025, 11:34am EST Unsuspecting couple talking with potential ...