Workers in the public education and nonprofit sectors are familiar with 403(b)s, which lack the regulation that comes with 401(k)s. Listener Christina Hanson from the Bronx, New York, asks: Is there a ...

A 403(b) retirement plan is an employer-sponsored plan for employees of public schools and certain 501(c)(3) tax-exempt organizations. Also known as a tax-sheltered annuity plan, a 403(b) is similar ...

Slightly more than half (48%) of 401(k) have a financial adviser, according to a report from Spectrem Group. Contrastingly, slightly less than half (42%) of 403(b) participants use a financial adviser ...

A 403(b) plan is common in public schools, nonprofits and religious groups. It is a defined contribution plan where employees ...

Americans’ retirement savings account balances hit record levels in the first quarter despite the financial challenges brought on by the coronavirus pandemic. New data released by Fidelity Investments ...

For the last 40 years, we’ve learned to save for retirement using our employer plans. Saving for retirement is, of course, very important, as most of us will be on our own to create our retirement ...

Q: I have a 401(k) with my old employer, and my new employer offers a 403(b) and a 457. What are the differences between them? 401(k), 403(b), and 457 plans are three types of qualified retirement ...

A client for whom you are managing a standalone brokerage account asks if you can also help them select and manage ...

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 ...

The Internal Revenue Service announced on Friday that it will allow contributions of up to $23,500 for 401(k) plans in 2025, up from this year’s limit of $23,000. The same $23,500 limit will be in ...

The plan failed ADP or ACP testing and must distribute excess amounts to its higher-ranking employees or make additional contributions to its rank-and-file employees. Higher-ranking employees are ...

In our two previous columns here and here we discussed some of the bad features of high-cost deferred variable annuities purchased with after-tax dollars (non-qualified annuities) and a few of the ...