​​403(b) Plans – 2399

403(b) Plans

A 403(b) plan provides a great savings opportunity for employees of school districts, churches and other tax exempt organizations. Participants can set aside money in a 403(b) account and invest it for retirement to shore up state retirement or other benefits. We can help clarify why a 403(b) plan could work as part of your retirement strategy, show you how to enroll in your plan and help you understand your investment options. 

For employers seeking to establish a 403(b) plan for employees, we’re here to support you as well. PlanMember provides comprehensive solutions including development of a Plan Document, administration of contribution limits, processing loans and distributions, as well as helping to ensure your plan remains in compliance with IRS regulations. Contact us to find out how we can develop a comprehensive 403(b) plan solution for your organization.