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Comparison of tax-exempt 457(b) plans and governmental 457(b) plans

Self-Correct Defective 403(b) Plan Provisions During the Remedial Amendment Period

Mid-year Changes to Safe Harbor 401(k) Plans and Notices

Money Purchase Plans

457(b) plans for State or Local Governments: Key Characteristics

We¡¯re trying to collect unfiled tax returns or your Individual Shared Responsibility Payment (SRP). We may contact third parties to assist us to verify your contact information.

Correcting Gateway Test Failures

A 403(b) plan must satisfy the universal availability requirement with respect to elective deferrals.?All employees of the employer must be eligible to make elective deferrals if any employee has the right to do so, with certain limited exceptions. Certain part-time employees may be excluded from eligibility to make elective deferrals.

Find out about the Savings Incentive Match Plan for Employees (SIMPLE). The plan allows employees and employers to contribute to traditional IRAs.

Correct the failure to adopt the preapproved plan by the applicable deadline