403(b) For Charters
403(b) For Charters
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    • FOR EMPLOYERS
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    • 403b PLAN RISK ASSESMENT
    • ABOUT
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  • FOR EMPLOYERS
  • FOR EMPLOYEES
  • 403b PLAN RISK ASSESMENT
  • ABOUT

Welcome Employers

Sponsoring a Employer 403b Plan has never been easier.  Our 403b Plan Solution Includes:

  • IRS/DOL Compliant Plan 
  • Full Administration Support
  • Low Cost/High Performing Investments
  • Employee Education and Retirement Counseling

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TPA Administration by 403b Partners

  • 403b Partners has 29 years of industry expertise
  • An independent provider of compliance and administrative services for public education retirement plans
  • Specializes in 403b and 457b Plans

Secure Online Remittance Services

All your employee remittances are securely and timely handled by an ACH system. Multiple providers receive their funds electronically with only one deposit by you.  No more lost checks, with maximum protection possible. 

Quality Low Cost Investment Options

Your 403b Plan includes CA State approved 403b investment providers, as listed on 403bcompare.com.  Employees will have access to low cost mutual funds and annuity options, through Self-Directed investing or with an appointed Financial Professional. 

Employee Education

We provide onsite and virtual "ZOOM", 403b Education.  In addition, our sessions will cover topics such as CalSTRS and CalPERS, Social Security, Medicare and Retirement planning skills. Employees receive a review of the investment options and their costs, fees and how to understand investment returns.

Costs and Fees

TPA services are fee based. The Employer paid fee of $300/$250 provides for an IRS compliant 403b written Plan and all Administrative services. All Education resources are provided at no cost.

How to Get Started

Schedule your complimentary consultation whether or not you currently have a 403(b) Plan. Existing plans generally see no changes to the Investment Providers available.  With a TPA you will see administrative support and remittance processing, with comprehensive Employee Education.

Click here to schedule your consultation

Ask About A 529 College Saving Plan

At 403(b) for Charters we understand the importance of tax-advantaged saving accounts.  The 529 College Saving Plan is another benefit you can offer employees.

Click here to find about how to sponsor a 529 plan

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