Nonprofit 403b

A retirement plan for your nonprofit. Full-service management so you can focus on your cause.


Fully Serviced

We’ll handle all of the backend management of your nonprofit retirement plan.

We’ll take care of implementing new plans, converting existing plans, as well as all ongoing recordkeeping and custodial service requirements.


Investments

Your employees can invest on their own, or in the various models that we’ve built and manage.

Choose over 25,000 different securities, or invest in one our models that are managed by our team.


Education

Financial and retirement training resources at your employee’s fingertips.

Participating individuals will have access to plenty of resources to assist them in their quest for retirement.


Pricing

Plan Fees

One-time setup fee: Starts at $2,000
Ongoing monthly fee: Starts at $355

Employee Fees

Annual custody fee: 0.50%
Average fund fee: 0.07%