About Us

The current 403(b) regulations, released in 2007, created a abundance of 403(b) "experts". Consultants, recordkeepers, third party administrators all quickly jumped into action and began offering 403(b) products and services. 403(b) Stategies & Solutions, LLC was established not just in response to the massive changes required for 403(b) retirement plans, but to start to counter act the new "exerts", many of which filled the market with less than complete information about 403(b) plans and requirements. Bringing together over 25 years experience, our company is dedicated to keeping salary defrral 403(b) retirement plans the easy administration plan they were designed to be, servicing the market they were designed for.

Clients We Serve

Our menu of services was designed to address specific needs for the most heavily impacted groups; Plan Sponsor, Financial Consultants, and Investment Providers.

Contact us to see how we can help you with your 403(b) retirement plan needs.