403(b) retirement plans are a common type of retirement plan offered to individuals that work in nonprofit organizations, including: public schools, religious organizations, certain tax-exempt organizations, and can also apply to certain ministers.
The U.S. Supreme Court handed down a major decision on June 5, 2017, affecting religious and church affiliated organizations that offer a retirement plan …
“DOL just released updated guidelines for handling missing and lost participant monies”
October 2012, the IRS has released its first ever 403(b) Plan Compliance Checklist. The release of a retirement plan compliance checklist for 403(b) Plans is an exciting enhancement helping nonprofit organizations.