403(b) or 401(k) for a Nonprofit: Compare the Operating Model
David RileyCompare 403(b) and 401(k) plans for a nonprofit. Review employee access, testing, fees and vendor duties before choosing an operating model.
403(b) Universal Availability: Where Exclusions Go Wrong
David RileyReview 403(b) exclusions using actual service and plan rules. Separate salary-deferral access from other benefits and check the 2025 LTPT changes.
403(b) Plan Decisions Start With Employer Eligibility
David RileyReview 403(b) sponsor eligibility, employee access, provider coordination and oversight before comparing proposals or changing your nonprofit’s plan.
