A 403(b) plan, also called a tax-sheltered annuity (TSA) plan, is a critical retirement planning tool for tax-exempt organizations, offering unique benefits and investment opportunities for eligible employees. Designed to provide foundational insights into 403(b) plans, the “403(b) plans primer” explores the nature and characteristics of 403(b) plans, how the plans work, plan investments, recent regulatory developments, and more. The primer contains essential insights for CPAs working with 403(b) plans and enables you to guide clients effectively.
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403(b) plans primer
Feb 25, 2019 · 194.7 KB Download
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Download the EBPAQC 403b Plans Primer
File name: ebpaqc-403b-plans-primer.pdf
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