Learn More About 403(b) Plans
- Protecting Participation: The Impact of Reduced
Choice on Participation by School District Employees in 403(b) Plans
Research on participation in 403(b) plans by Debra Davis, Esq., LL.M., Dr. Geralyn Miller, Ph.D.,
and Judy Miller, FSA, MSPA
- Teachers Want Choice! Infographic
Infographic with key data from research on participation in 403(b) plans
- 403(b) Model Disclosure Form
A new tool created by a task force that included the NEA, NTSAA and ASPPA to allow participants in 403(b) plans to easily compare their investment options
- Glossary for 403(b) Model Disclosure Form
Terms used to describe services on the 403(b) Model Disclosure Form
- Cutting Through the Bias; Time to Listen to the Participants!
A white paper by Ellie Lowder, TGPC, Consultant discussing the importance of listening to what existing and future participants in public school districts' 403(b) plans are saying they want and need
- IRS Plan Feature Comparison Chart
Comparing plan types, including 401(k), 403(b) and 457 plans
- IRS Plan Navigator
Interactive comparison on plan types, including 401(k), 403(b) and 457(b) plans
Understand How Actions
by Lawmakers Could Impact 403(b) Plans
403(b) Fast Facts
Don’t Take Away Public School Employees’ Choices
Analyzing state legislation to implement state-run 403(b) plans
Issue Briefs
State Legislation to Consolidate Retirement Plans May Impact Teachers’ Choices
Analyzing state legislation to implement state-run 403(b) plans
Requirements of the 403(b) Regulations for Public Schools
Discussing the impact of the 403(b) regulations on 403(b) plans and their investments
Exemptions Under ERISA for Public School 403(b) Plans
Explaining that ERISA does not apply to public school 403(b) plans and the consequences for those plans