Plan Types and Provisions


403(b) Tax Deferred Annuity Plan

Available only to hospitals, educational institutions, churches or organizations that are tax exempt under section 501(c)(3) of the Internal Revenue Code. These plans allow employees to defer a portion of current income on a pre-tax basis. The deferral limits are the same as those under a section 401(k) provision.

Catch-up contributions in addition to those discussed relative to 401(k) deferrals are available under special rules prescribed by the Internal Revenue Service.

An employer may match salary deferral contributions. However, since these organizations can also maintain 401(k) profit sharing plans, if matching contributions are desired, they may be provided more effectively through a 401(k) profit sharing plan.