For Non-Profits

Empowering Non-Profits with Affordable Retirement Solutions

Your non-profit makes a difference every day. Our 403(b) plans are designed to do the same, offering cost-effective, easy-to-manage retirement solutions that prioritize your people—and your purpose.

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Key Features

Why Non-Profits Trust Employee Fiduciary

Our retirement plans for non-profits are tailored to provide meaningful benefits for your employees, while keeping your administrative burden light and costs low.

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Personal Care

Your dedicated relationship manager understands the complexities of non-profit organizations and is here to provide personalized assistance whenever you need it.

Streamlined Administration

Managing a retirement plan shouldn’t add to your workload. We handle compliance, recordkeeping, and plan administration, freeing you to focus on your cause.

Custom Plan Design

Offer your employees a diverse range of investment choices, from low-cost index funds to customizable options, ensuring they have the tools to grow their retirement savings effectively.

Flexible Investment Options

Access nearly 30,000 low-cost funds, including Vanguard and ETFs, with zero hidden fees. Choose a financial advisor or target date funds for investment advice.

Payroll Integration

Seamless payroll integration with your 401(k) plan allows you and your employees to more safely and securely save for retirement.

Simple, Transparent Pricing for Your Retirement Plan

Starting At

$1,500 annually

Annual fee covers up to 30 eligible employees

Custody fee 0.08% of plan assets

Includes all record-keeping, third-party administration, and custody services

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Resources for Non-Profits

Our specialized tools and expert insights are here to help non-profits maximize their retirement plan impact.

Compare Our Fees to Competitors

See how our pricing compares to other providers. Our fee comparisons show how lower fees mean more money for your future retirement balance.

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Cumulative Effect of 401(k) Fees Calculator

The impact of 401(k) fees over time can be significant. Try our calculator to discover how reducing your 401(k) fees now can boost your future savings.

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Retirement Resource Center

Explore a variety of expert articles and resources to assist you in comprehending and enhancing your non-profit's retirement plan.

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Frequently Asked Questions

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Have Retirement Plan Questions? We Have Answers

403(b) vs 401(k): Which is Best for a Tax-Exempt Organization?

Tax exempts can help their employees save for retirement with a 403(b) or 401(k) plan. Understanding how these plans compare can make the best choice easy.

403(b) vs. 401(k) Plans for Non-Financial People

These two big differences are truly all you need to know when deciding between a 403(b) or 401(k) plan – their eligibility and testing requirements.

401(k) Fees - What You Need to Know About The 3 Major Categories

The DOL places 401(k) fees into 3 major categories. Learn everything you need to know about each in this quick read.