Jeffrey L. Offhaus
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403(b) Plans

A 403(b) plan (also known as a tax-sheltered annuity plan) is a retirement plan very similar to a 401(k) plan, offered by schools, hospitals, churches, charities and certain other tax-exempt organizations.

Learn "What's New" in 403(b) regulation along with other 403(b) resources and related guidance.

The AICPA Employee Benefit Plan Audit Quality Center has developed the following tools and documents to assist plan sponsors and administrators to better understand 403(b) plans and prepare for the new filing requirements.