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
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.
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.