Explore the 403(b) plan conversion process, compare retirement options, tax implications, and understand the considerations.

A Roth 403(b) plan is one type of tax-advantaged, employer-sponsored retirement savings account that combines elements of a Roth IRA and a traditional 403(b). While these plans share some similarities ...

Discover what happens to your 403(b) retirement plan when you quit your job. Understand your options and the potential tax ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover — especially into an IRA ...

When the IRS published its final regulations governing Roth source catch-up contributions in the Federal Register on September 16, the countdown clock started. On January 1, 2026, employees ...

The IRS recently issued final guidance on a significant SECURE 2.0 provision that changes how older, high-income employees contribute to their retirement plans. Starting in 2026, employees aged 50 and ...

Depending on your employment, you may be eligible to participate in DePauw-sponsored 403(b) retirement plan. Even small amounts of money invested regularly over your career can provide a significant ...

The Treasury Department and the Internal Revenue Service issued proposed regulations Friday for several provisions of the SECURE 2.0 Act, including ones related to automatic enrollment in 401(k) and ...

If your organization sponsors a 403(b) retirement plan, there’s a crucial Internal Revenue Service (IRS) deadline you can’t afford to ignore. The IRS has announced a plan restatement deadline for ...

Responding to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether highly compensated employees (HCEs) can be excluded ...

RMDs are minimum amounts that you must withdraw annually from your IRA or other retirement plan account. Did you know that, in most cases, you must start taking required minimum distributions (RMDs) ...

The Plan Sponsor Council of America has launched 403(b) Day to effectively help nonprofit employers promote 403(b) plans and engage plan participants in retirement planning, similarly to 401(k) Day.