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