403(b) Plans


403(b) plans are required to implement and maintain a Plan Document.


403(b) plans can receive the following types of contributions:

  • Employee Deferrals
  • Employee Roth Deferrals
  • Employee After-Tax Deferrals
  • Employer Non-Elective Contributions
  • Employer Matching Contributions
Non-Discrimination Testing

All 403(b) plans that include employer contributions will be subject to annual non-discrimination testing.

Department of Labor Form 5500 Requirement

DOL Form 5500, along with additional required schedules, will need to be filed annually for 403(b) ERISA plans.

Deferral Limits

The annual individual savings deferral is limited by law to $19,000 for 2019. For individuals age 50 and older, an additional catch-up contribution of $6,000 is allowed in 2019. Special catch-up limits apply.

Let us exceed your expectations. Contact Jen Burnett at (888) 388-1040 to learn more.




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