403(b)

As a non-profit plan sponsor, you may think 403(b) programs are less complicated than that of a 401(k) and can be done without the help of an outside advisor, but staying on top of regulatory changes and administrative tasks still proves challenging—whether you’re a large-scale non-profit or even a small foundation. We make sure you understand your fiduciary liability, and help lower it, while reducing your overall fees and finding low cost investment options that work well in your 403(b) offering. We’ll also help you educate your plan participants on how to best take advantage of their 403(b) program and invest.