Contribution Limits Calculator Determine the maximum amount your employees can contribute
The Fund polled Ys with the highest rates of 403(b) Smart Account participation among staff. Learn their best practices.
Learn more about the IRS Universal Availability rule and how it applies to your Y.
Sample wording that you can include in new hire packets, employee handbooks, personnel policy manuals, or other handouts to new employees.
Use these materials to educate the staff at your Y about the 403(b) Smart Account.
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