403(b) plans primer
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403(b) plans primer

3 years ago · 194.7 KB Download

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This Employee Benefit Plan Audit Quality Center (EBPAQC) primer provides a general understanding of 403(b) plans. A 403(b) tax-sheltered annuity (TSA) plan is a retirement plan offered by schools, hospitals, churches, charities and certain other tax-exempt organizations.

This document provides information about:

  • the nature and characteristics of 403(b) plans, including an overview of the plan investments

  • a discussion of recent regulatory developments from the DOL and IRS

  • information about additional helpful resources from the DOL and IRS

Download the EBPAQC 403b Plans Primer

File name: ebpaqc-403b-plans-primer.pdf

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