403(b) Plan Flowchart

Coming Soon!

Future topics covered in our 403(b) Plan Flowchart:
TYPE OF PLAN
ELIGIBILITY REQUIREMENTS FOR ELECTIVE DEFERRALS
ELIGIBILITY REQUIREMENTS FOR MANDATORY AND EMPLOYER CONTRIBUTIONS
DEFINITION OF COMPENSATION
EMPLOYER NON-ELECTIVE CONTRIBUTIONS
PLAN TO PLAN TRANSFERS AND ROLLOVERS
VESTING AND FORFEITURES