403(b) Plan Services

Affordable 403(b) Plans for Non-Profits

Designed to meet the unique needs of schools, non-profits, and public organizations, our 403(b) plans offer flexible investment options, transparent pricing, and expert support.

Turnkey Services

All the Bells and Whistles Without the Extra Fees

Benefit from all the perks, none of the hidden fees. Our services combine personal care and expert guidance with technology from industry leaders, all for a straightforward and honest price.

Get a Quote Talk to an Expert

Dedicated Relationship Manager

Get a single point of contact who understands your organization and provides fast, personalized support.

Hassle-Free Administration

We handle compliance, reporting, and day-to-day plan management, so you can focus on growing your business.

Reliable Recordkeeping

Our recordkeeping software from FIS Global ensures accuracy, automation, and a seamless online experience for you and your employees.

Secure Asset Custody

Your plan’s assets are safeguarded by Matrix Trust Company, providing expert fund management and security.

Custom Plan Design

We tailor plans to fit your organization's goals and employees’ needs, ensuring a retirement solution that works for everyone.

Investment Options

Access nearly 30,000 share classes from 377 fund families, including low-cost options like Vanguard, index funds, and ETFs.

Simple and Affordable 403(b) Plans

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

View Pricing

Payroll Integrations

We integrate with top payroll providers to automate contribution processing, eliminating manual data entry and reducing errors. Need help getting started? Our team is here to guide you every step of the way.

Plan Options

Customizable Options for Your 403(b) Plan

Create a retirement plan tailored to your organization's needs.

Safe Harbor Contributions

Profit Sharing Contributions

Roth Contributions

Participant Loans

Self-Directed Brokerage Accounts

Frequently Asked Questions

Services

Investments

Fees

Plan Setup

Select a Category

Have 403(b) 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.

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.

How Much Time Does Annual 401(k) Administration Take?

401(k) administration shouldn't take small businesses much time. A quality provider will do the heavy lifting, leaving an owner with basic tasks to complete.