403(b) Plans

Also known as “Tax Sheltered Annuities”, these plans can offer the best solution for tax-exempt entities. Contributions can be made by employees and the employer. Recent DOL regulations require plan documents and disclosures. QBI can assist you in setting up a new plan or conforming your existing plan to these new regulations.

“Universal Availability” requirements must be met, and Employee-funded benefits must be fully vested.

Sungard Relius Article Combination of ERISA-exempt 403(b) Plan with Qualified Plan
403(b) Fabulous Benefit