403b Retirement Plan. The regulatory requirements affecting retirement plans for tax-exempt organizations have changed dramatically in the last year. From written plan documents to vendor and investment approval, these changes make many new demands on employers.

The new regulations regulate the way 403(b) plans are managed to help employees in the non-profit sector save for retirement. They require 403(b) plans to operate much like 401(k) plans. This ushers in an era of strict recordkeeping and substantially increases the compliance responsibility employers face.

As a result, you need to document your plan and provide more information and education to help employees prepare for retirement. At the same time, you still need to manage costs and reduce fiduciary risk.

We understand the challenges you may be facing, and we can help.

As a market leader with over 25 years of experience with 401(k) and 403(b) plans, Fidelity has a unique perspective. Whether your needs are simple or complex, Fidelity can help you comply with the new regulations and maximize the benefits of your 403(b) plan.


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