Whether you are just starting your career or nearing retirement, it is always a good idea to save for retirement. And your employer’s 403(b) and/or 457(b) plan is a great way to do it. Each plan offers:

403(b) plans may also offer you the potential for tax-free distributions of contributions and earnings, if your employer’s plan includes a Roth contribution feature.

PlanConnect® is here to support you, working closely with your employer, financial professional, and investment provider to make your participation in the plan an efficient and seamless process. For some basic information about your plan, you can select the tabs for “403(b) Plans” or “457(b) Plans,” or take a look through our Plan Participant Q&As. For detailed information, you can contact PlanConnect® or call the Service Center at (800) 923-6669.

 

*Taxes must be paid at withdrawal on the pre-tax portion of your savings and any earnings. You might incur a 10% federal tax penalty if you withdraw funds from your 403(b) account, or from amounts rolled over to a 457(b) plan from non-457(b) plans, before age 59½.

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Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.