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

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 ...

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 ...

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 ...

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) ...

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 ...

A 403(b) plan is a tax-advantaged retirement savings plan available for specific employees of public schools, tax-exempt organizations, and certain ministers. These employees can set aside a portion ...