Podcast: Financial Wellness and 3121 Plans

Benefit Consultant, Gil Gonzalez, shares his expertise on financial wellness and retirement planning utilizing 3121 plans for your employees. “Wellness” is a word we hear a lot these days. Healthcare …

ERISA Coverage of 403(b) Plans

A 403(b) plan is a retirement program for employees of public schools, certain tax-exempt organizations and certain ministers. Under a 403(b) plan, employers may purchase annuity contracts or establish custodial …