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Retirement Planning
Chapter 10: 403(b) & 457 Plans/ERISA APPLICABILITY
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Chapter 10: 403(b) & 457 Plans

ERISA APPLICABILITY

01.Core Concepts

ERISA applies to: • Employee benefit pension plans of 501(c)(3) organizations • Unless employer involvement is minimal • Employer only provides salary reduction agreement ERISA does not apply to: • Governmental 403(b)s • Church-related 403(b)s