These 403(b) catch-up rules could add thousands to your retirement funds.

Most people are familiar with the 401(k), which is a workplace retirement plan available to many employees. But what about 403(b) plans? These accounts aren’t as common since they’re available only to ...

There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward. The Internal Revenue Service (IRS) recently announced cost of living adjustments ...

In the case of a 403(b) annuity contract, “participant’s compensation” means the participant’s includable compensation determined under IRC Section 403(b)(3). 1 Includable compensation is based on ...

The IRS addresses how to apply the annual additions limitation in an updated Issue Snapshot. In an updated Issue Snapshot, the IRS reminds plan sponsors about rules for the Internal Revenue Code (IRC) ...

If you work for a public school or some kind of non-profit organization, you may have access to a 401(a) or a 403(b) plan. Both are retirement savings vehicles that offer major tax breaks. However, ...

Hospital executives can use this retirement planning strategy to boost contributions to plans and lower their taxes.

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 ...