For nearly 35 years, we have been partnering with districts to provide public school employees with access to a high-quality, low-cost 403(b) program—a program that has been nationally recognized by Forbes magazine and the Los Angeles Times. One reason more than 420 districts choose us as their provider is that we provide excellent recordkeeping and support service to district staff administering the program.
We also provide consultative services to employers to assist with:
- Compliance with 403(b) regulations;
- Adding benefits for staff without impacting the district’s budget;
- Solving deferred compensation problems;
- Setting up Roth 403(b) and automatic enrollment programs; and more.