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Goya Investment Management GENERAL INSTRUCTIONS FOR 403(b)(7) DISTRIBUTIONS IMPORTANT INFORMATION 403(b) accounts may not be distributed before age 59 except for certain specifically permitted distributions.
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How to fill out 403b plansan employer-sponsored retirement

01
Start by getting information from your employer about the 403b plan options available to you.
02
Determine how much you want to contribute to your 403b plan each month, keeping in mind any employer matching contributions.
03
Fill out the necessary paperwork provided by your employer, including beneficiary designations and investment options.
04
Review and update your 403b plan periodically to ensure it aligns with your retirement goals and financial situation.

Who needs 403b plansan employer-sponsored retirement?

01
Employees of certain tax-exempt organizations such as schools, hospitals, and charitable organizations who want to save for retirement in a tax-advantaged account.
02
Those looking for a way to supplement their pension or Social Security benefits in retirement.
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403b plans are employer-sponsored retirement plans that allow employees of certain non-profit organizations, hospitals, and schools to save for retirement on a tax-deferred basis.
Employers who offer 403b plans are required to file them for their employees.
Employers need to gather information on eligible employees, contributions, and investment options to accurately fill out 403b plans.
The purpose of 403b plans is to help employees save for retirement by allowing them to contribute a portion of their salary on a tax-deferred basis.
Information such as employee contributions, employer contributions, investment options, and account balances must be reported on 403b plans.
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