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 ...

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 ...

As 2025 approaches, understanding the updated 401(k) contribution limits is crucial for retirement planning. These changes impact savings potential and tax benefits, making it essential to adjust your ...

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

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 ...

Driven by consistent savings and positive stock market performance, the average 401(k) and 403(b) balances rebounded from a slight dip in the first quarter of 2025 to reach new record highs in the ...

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 ...

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 ...

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 ...

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 ...