Retirement Plan Information for Tax-Exempt Organizations
By starting a retirement savings plan, an organization will help its employees save for the future. Retirement plans may also help an organization attract and retain better qualified employees. For more information, including a helpful chart comparing the features of available plans, see IRS Publication 4484, Choose a retirement plan for employees of tax exempt and government entities.
The IRS provides the following additional resources for tax-exempt organizations interested in establishing retirement plans for employees:
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Publication 4483, 403(b) Tax-Sheltered Annuity for Sponsor
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Publication 4482, 403(b) Tax-Sheltered Annuity for Participant
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Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations
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Publication 4546, 403(b) Plan Checklist
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Retirement Plans newsletter articles of interest to tax-exempt organizations
Return to Life Cycle of a Public Charity
Return to Life Cycle of a Private Foundation
Return to Life Cycle of a Social Welfare Organization
Return to Life Cycle of a Labor Organization
Return to Life Cycle of an Agricultural or Horticultural Organization
Return to Life Cycle of a Business League (Trade Association)
