As you look toward 2025 and your financial future, there are tools and resources you can use to help keep your planning and savings on track. Each year in November, the IRS announces the next year's ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Chip Stapleton is a Series 7 and Series 66 ...

There is currently a disparity in the permitted investment options available under different retirement plans, putting participants of Section 403(b) plans at a disadvantage when compared with ...

Average 401(k) and 403(b) balances increased by double-digit percentages in 2025, marking the third straight year of strong ...

The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan. The U.S. Department of the Treasury and IRS this week issued guidance confirming that student ...

For millions of teachers, hospital workers, and non-profit employees, the 403(b) plan is the primary vehicle for retirement savings. While similar to a 401(k), these plans have historically been ...

Learn how to plan for retirement by understanding 403(b) plans and Social Security benefits. Find out the nuances, implications, and strategies for each.

If your organization sponsors a 403(b) retirement plan, there’s a crucial Internal Revenue Service (IRS) deadline you can’t afford to ignore. The IRS has announced a plan restatement deadline for ...

Retirement will likely be the most significant expense of your lifetime, which means saving for retirement is a big job. This is especially true if you envision a retirement that is rich with ...

Boston College offers a “Roth 403(b)” option for contributions to the Voluntary 403(b) Retirement Plan, using both TIAA and FIDELITY. Roth contributions differ from traditional “pre-tax” 403(b) ...

More nonprofit workers are now eligible to participate in their organizations’ retirement plans than ever before, according to the Plan Sponsor Council of America’s latest annual 403(b) Plan Survey ...

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