Chapter 1
403(b) Plan Basics

This chapter introduces you to 403(b) plans and accounts. Specifically, the chapter answers the following questions.

• What is a 403(b) plan?
• Who can participate in a 403(b) plan?
• Who can set up a 403(b) account?
• How can contributions be made to my 403(b) account?
• Do I report contributions on my tax return?
• How much can be contributed to my 403(b) account?

• What is a 403(b) Plan?
• Who Can Participate in a 403(b) Plan?
• Who Can Set Up a 403(b) Account?
• How Can Contributions Be Made to My 403(b) Account?
• Do I Report Contributions on My Tax Return?
• How Much Can Be Contributed to My 403(b) Account?

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