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403(b) plans

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403(b) Vendor Selection Tips
[Guidance Overview] Disability Claims and Appeals: How the New Regs Affect Retirement Plans
403(b) Plan Compliance Calendar, 2018
IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations (PDF)
[Guidance Overview] Text of IRS Publication 4530: Designated Roth Accounts Under 401(k), 403(b) or Governmental 457(b) Plans (PDF)
Mitigating Factors in Calculating a 403(b) Plan's Maximum Payment Amount Under CAP
Fee Structure and Evaluation in 403(b) Plans
Your 403(b) Fiduciary Responsibilities and 403(b) Plan Litigation (PDF)
403(b) Sponsors Need More Information on Plan Design, Including How Plan Expenses Are Paid
Can 403(b) Plan Compensation Definition Include Housing Allowance?
[Guidance Overview] Spousal Consent/J&S Issues Under 403(b) Plans May Trigger Document Conflicts
Courts Weigh in on Challenges to University Retirement Plans
Tax Reform: Comparison of House and Senate Tax Cuts and Jobs Act Versions (PDF)
401(k) and 403(b) Education: How to Set Up Employees for Success
Delinquent 401(k) and 403(b) Deposits: Same Prohibited Transaction, But Only One Is Subject to Penalties
401(k) vs. 403(b) for Nonprofit Organizations
Are Proprietary Funds the New 'Lightning Rod' for 403(b) Plans?
Tax Reform Legislation's Potential Impact on Public Sector Retirement Plans
Tax Reform and Accumulated Leave ('Special Pay') Plans
401(k) and 403(b) Contributions Still on the Chopping Block
Prohibition on Loans from 403(b) Plan Participant's Account to Church-Related Employer Applies to Indirect Loans
Mitigating Factors in Calculating a 403(b) Plan's Maximum Payment Amount Under EPCRS Closing Agreement
[Official Guidance] Text of IRS Announcement 2017-15: Relief for Victims of Hurricane Maria and the California Wildfires (PDF)
University 403(b) Plan Fees and Investments Under Scrutiny
Employers Should Reach Out to 403(b) Participants Who Maintain Outside Businesses
[Official Guidance] Text of IRS Chief Counsel Memo 201742022: Application of Rule Prohibiting Loans to the Employer from a Section 403(b)(9) Retirement Income Account (PDF)
Why Switching from a 403(b) to a 401(k) May Not Be the Best Choice
Who Are the Top 403(b) Providers?
Which 403(b) Plans Are Good Fee Levelization Candidates?
MIT Must Defend Lawsuit Over Excessive Fees in Retirement Plan
[Guidance Overview] 403(b) Document Delays, The 'Once in Always In' Rule, and The 'Effective Date Addendum'
Cornell, MIT Lose Rounds in Retirement Plan Litigation
Johns Hopkins Employees Advance Retirement Plan Fee Suit
Dismissal of Case Against Univ. of Pennsylvania Is Good News for 403(b) Plan Sponsors
Average 403(b) Fees: How Do Your Plan Expenses Measure Up?
Comparison of Retirement Programs Available to Public School Corporations (PDF)
Not-For-Profit Plan Sponsors and Participants Could Use More Lifetime Income Education
[Guidance Overview] Comparison of Retirement Programs Available to Church and Church-Related Employers (PDF)
University of Pennsylvania Prevails in 403(b) Fee Suit
SEC: Advisers Must Offer Investors the Lowest-Fee Share Class Available
The Perils of a Multi-Vendor 403(b) Plan (PDF)
IRS Clarifies Use of Effective Date Addendums to Pre-Approved 403(b) Plan Documents
[Guidance Overview] When Must Discretionary Amendments to a 403(b) Plan be Adopted?
[Guidance Overview] Understanding Pre-Approval of 403(b) Plans
Are 403(b) Plans Evolving Fast Enough?
Attack on University Section 403(b) Retirement Plans: Litigation Update
[Guidance Overview] How to Do a 403(b) Collective Trust: 'Reverse-Engineering' the University of California 403(b) CIT
[Guidance Overview] 403(b) Plans Must Be Universally Available: Is Yours?
Texas Teacher Retirement System Adjusts Proposed 403(b) Rule Amendments
401(k)/403(b) Loan Borrowers: Check Your Paystubs!
Impact of Proposed Rule Amendments on the Teacher Retirement System of Texas (PDF)
Lawsuits Reveal Risks for 403(b) and 401(k) Plan Fiduciaries
Most Claims Dismissed in NYU 403(b) Plans Suit
Text of IRS Publication 4483: 403(b) Tax-Sheltered Annuities for Sponsors (PDF)
403(b) Plans Improving Plan Design
Text of IRS Publication 4482: 403(b) Tax-Sheltered Annuities for Participants (PDF)
More 403(b) Plans Offering Target Date Funds as QDIAs
Nonprofit Retirement Plans: An Overview of 403(b) Options
The 403(b) Monk and What We Can Learn from Him
Why Do I Need to Restate My 403(b) Plan Document?

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