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The mini-course is presented as a conversation between a human resource representative and a new employee. During the presentation, the new employee asks, and the HR representative answers, common questions employees may have about the plan. The course explains the benefits of participating in a 403(b) plan and the different features a 403(b) plan may offer. The presentation also covers limits on different contribution types, requirements for loans and hardship withdrawals, and distribution and tax rules. The IRS presentation is here .
The mini-course is presented as a conversation between a human resource representative and a new employee. During the presentation, the new employee asks, and the HR representative answers, common questions employees may have about the plan.
The course explains the benefits of participating in a 403(b) plan and the different features a 403(b) plan may offer. The presentation also covers limits on different contribution types, requirements for loans and hardship withdrawals, and distribution and tax rules.
The IRS presentation is here .
Rebecca Mooreeditors@plansponsor.com
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