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2025 403(b) Information - 403(b) Meaningful Notice/Plan Information

2025 403(b) Information - 403(b) Meaningful Notice/Plan Information

IRS regulations state that, "The 403(b) universal availability requirement provides that all employees must be given the opportunity to have elective deferrals contributed on their behalf if any employee is given the opportunity to make elective deferrals." 

Meaningful Notice

2025 Annual Retirement Benefits Guide