Get the free 457(b) vs. 403(b) Plans: Benefits & Differences

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INSIGHT ON PLAN DESIGN & INVESTMENT STRATEGYOCTOBER 2017 | $29 | WWW.PLANSPONSOR.COMAlso: 403(b)/457 Buyers GuideMovingThe role of the plan sponsor in participant account preservationMONEYMEDIA KIT

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How to fill out 457b vs 403b plans

01

Understand the key differences between 457b and 403b plans.

02

Determine your eligibility for each type of plan.

03

Research and compare the investment options available in each plan.

04

Consider the contribution limits and employer matching options for each plan.

05

Fill out the necessary paperwork provided by your employer to enroll in the chosen plan.

Who needs 457b vs 403b plans?

01

457b plans are typically offered to employees of state and local governments, as well as certain tax-exempt organizations.

02

403b plans are commonly offered to employees of public schools, hospitals, and non-profit organizations.

03

Individuals who work for these types of employers may benefit from enrolling in either a 457b or 403b plan to save for retirement.

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What is 457b vs 403b plans?

457b plans are deferred compensation plans typically offered to state and local government employees and certain non-profit organizations, while 403b plans are retirement plans available for educators and employees of tax-exempt organizations. Both allow employees to save for retirement with tax advantages.

Who is required to file 457b vs 403b plans?

Generally, employers sponsoring 457b plans and 403b plans are required to file necessary forms with the IRS and the Department of Labor for compliance and reporting purposes.

How to fill out 457b vs 403b plans?

To fill out the forms for 457b and 403b plans, employers need to provide plan sponsor information, plan details, participant information, contributions made, and other compliance-related data as outlined in IRS guidelines and related publications.

What is the purpose of 457b vs 403b plans?

The purpose of 457b and 403b plans is to allow employees to save for retirement on a tax-deferred basis, providing a means to accumulate savings for retirement while reducing current taxable income.

What information must be reported on 457b vs 403b plans?

Employers must report contributions made to the plans, participant demographics, compliance with nondiscrimination rules, plan assets, and distributions from the accounts.

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