A tax-exempt organization has different options than a for-profit entity when offering a retirement plan. While 403(b) plans look a lot like 401(k) plans, and have many similarities, there are differences between the plan types. Depending on the plan sponsor’s goals and objectives, one plan type may provide more advantages and plan design flexibility.
Attend this webcast to understand the differences between 403(b) and 401(k) plans, and why it is important to choose the right plan type.
- Discuss plan design options for tax-exempt organizations.
- Compare the rules and requirements of 403(b) and 401(k) plans.
- Analyze the advantages and disadvantages of maintaining a 403(b) vs. 401(k) plan.
Speaker: Maggie Younis, CPC, QPA, QKA, TGPC Senior Consultant, Lincoln Financial Group
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