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403(b) Plans
403(b) plans are specially designed for non-profit and tax-exempt companies & their employees. These plans offer specific tax advantages and are available to private sector employees.
Exemption from nondiscrimination testing and administrative procedures
Comparatively speaking to a 401(k), a 403(b) plan shares many of the same characteristics, but is not subject to certain nondiscrimination testing and administrative procedures.
Request a Proposal!
We’ll keep you updated on 403(b) changes
The past few years have seen many changes to the rules that govern 403(b) plans. We help you through these changes, ensuring your 403(b) plan is compliant. We can also design your plan!
What You'll get from our Team
Plan Design & Setup
Supplement pension or retirement savings, designed for non-profit and educators, adjust plan as needed.
Plan Installation
Dedicated plan consultant, Initial Plan and Trust Documents, Adopting Resolution, Summary Plan Description (SPD), Participant Loan and/or QDRO Procedures, and more.
Annual Administration
Valuation with deposit summary, Summary Annual Report, compliance testing, 5500 completed for execution and filing, Balanced Sheet and Statement of Income and Expense, preparation of Form 5500 series, and more.
Ongoing Consulting Services
Ongoing consulting services from our expert teams should you have questions or need additional services.