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AICPA & CIMA Employee Benefit Plan Conference – 403(b) Plan Basic to Intermediate
May 8, 2023 @ 1:30 pm - 2:30 pm
Maria T. Hurd, CPA, RPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on May 8, 2023 from 11:30am – 12:20pm MDT. (1:30pm – 2:20pm EDT)!
AICPA & CIMA Employee Benefit Plans Conference
May 8-10, 2023
A 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) Plan is similar to a 401(k) Plan, although it offers several enhanced benefits, such as catch-up contributions for tenured employees. This session will discuss the basics of 403(b) Plans, their benefits and the differences between 403(b) and 401(k) plans. It will also discuss prototype documents. Describe the differences between ERISA and non-ERISA 403(b).
Learning Objectives:
- Identify the types of organizations that can have a 403(b).
- Distinguish the requirements for 403(b) and the difference between 401(k)
- Analyze prototype documents
Maria’s session:
403(b) Plan Basics – https://agenda.aicpastore.com/sessions/ebp2304