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Sacramento, CA 95825
phone: 916.922.3200
fax: 916.922.3400

 

403(b) Plan

A type of plan similar to a 401(k) plan, this plan type is only available to certain entities, including non-profit organizations under IRC 501(c)(3), and public Educational and Church organizations. The plan permits employees to defer compensation into the plan on a pre-tax, or in the case of Roth Contributions, post-tax basis. 

 
Advantages:
  • Allows employees to elect to defer contributions
  • Employer contributions are tax deductible up to 25% of eligible participants compensation
  • Employee contributions are tax deferred until taken out at retirement (except in the case of Roth contributions)
  • Salary deferrals are not subject to compliance (ADP) testing
  • Certain plans may not be subject to ERISA