Educators spread new math for 403(b), 457s

Healy, Barbara
August 2002
Employee Benefit News;Aug2002, Vol. 16 Issue 10, p45
Reports on the impact of the U.S. Economic Growth and Tax Reconciliation Act (EGTRRA) on retirement plan options for educators in the U.S. Limitation sof previous 403(b) plans available to teachers and administrative employees of public school systems; Benefits from EGTRRA; Differences between 401(k) offered to the private sector and 403(b) plans.


Related Articles

  • Report Calls for 10% to 16% DC Plan Contributions. Cantore, Tara // Plan Adviser;Jul/Aug2012, p18 

    The article reports on a proposal by the Retirement Advisor Council to have a 10% contribution levels to 401(k) and 403(b) plans across a 30 to 40-year career.

  • $17,000. Ellis, Blake // Money;Dec2011, Vol. 40 Issue 11, p20 

    The article observes that in 2012 U.S. employees may contribute a maximum of $17,000 to their 401(k) or 403(b) retirement plans.

  • Encourage Employees to Save for Retirement. Miller, E. Scott // San Diego Business Journal;6/3/2013, Vol. 34 Issue 22, p39 

    The author discusses the significance of encouraging employees to prepare for their retirement through plans such as the 401(k) and 403(b) plans.

  • ERISApedia.com Publishes Fiduciary Responsibility eSource.  // Plan Advisor News;2015, p40 

    The article offers information on the Fiduciary Responsibility eSource, a publication by ERISApedia.com which provides guidance for 401(k) and 403(b) plan advisers and sponsors.

  • The New Roth Option for 401(k) and 403(b) Plans: A Decision Framework. Anderson, Kenneth E.; Murphy, Daniel P. // Journal of Financial Service Professionals;Jan2002, Vol. 56 Issue 1, p45 

    Describes the Roth option for 401(k) or 403(b) elective deferral plans and provides decision models to assist in determining whether a plan participant should make traditional elective deferrals or make designated Roth contributions. Basic rules for the Roth option; Distributions for designated...

  • 7 Steps to Making a Hardship Distribution.  // Public Employee Quarterly;Dec2009, p2 

    The article suggests way to employers in the U.S. on how to make hardship distributions from 401(k) and 403(b) plans, which was previously reported in the Summer 2009 issue of the newsletter "Retirement News for Employers." It stresses the need for employers to review the plan and comply with...

  • 403(b) Group Updates Best Practices. Morgan, John // Money Management Executive;8/17/2009, Vol. 17 Issue 33, p1 

    The article offers information on the changes in the 403(b) retirement plans in the U.S. It mentions that 403(b) plans for educational and governmental workers can move more closer to correspond their 401 (k) counterparts and become more efficient and increase participation. It states that the...

  • Nonprofit employees' retirement plans could start to resemble 401(k)s. Turner, Shawn A. // Crain's Cleveland Business;12/17/2007, Vol. 28 Issue 50, p13 

    The article provides information about the changes to be made in the 403(b) retirement plans used by teachers, hospital workers and other nonprofit employees in the U.S. It is stated that the 403(b) will resemble the 401(k). The sponsors of 403(b) plans will be required to document details of...

  • Retirement Plan Balances. Barney, Lee // Plan Adviser;Oct2015, p11 

    Statistics are given regarding the 2014 Plansponsor Defined Contribution (DC) Survey which include 401(k) participation rate among labor unions, percentage of retiree health care costs having outpaced 403(b) plans, and percentage of 403(b) plans which automatically enroll participants.


Read the Article


Sign out of this library

Other Topics