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403(b) plan

May 1, 2025

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

A type of defined contribution retirement plan offered to employees of nonprofit organizations and public school systems. Also known as a tax-sheltered annuity (TSA) or a tax-deferred annuity (TDA). As with a 401(k) plan, the money you contribute and any earnings are not taxed until you withdraw the money

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