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A 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) Plan is similar to a 401(k) Plan, although it offers several enhanced benefits, such as catch-up contributions for tenured employees. This session will discuss the basics of 403(b) Plans, their benefits and the differences between 403(b) and 401(k) plans.
Speaker(s):
Maria
Hurd,
CPA, RPA,
Director - Retirement Plan Audit Services,
Belfint, Lyons & Shuman, CPAs