Products & Services
Solutions for Public Education Institutions
403(b) Strategies & Solutions understands the unique needs of Public Schools. Our services combine existing payroll systems and processes with our technical expertise to provide effective and affordable compliance solutions.
Solutions for Small Plans
Designed for employers and non-profit organizations where the simplicity and/or size of the 403(b) retirement plan does not warrant or justify administration costs.
Employers are provided with information and support to self administer their retirement plan along with a plan document, compliance guide, and sample communications that can be used to meet IRS requirements.
Solutions for Orphan Accounts
In simple terms, an orphan is a 403(b) account no longer associated with an employer.
We offer consulting services to review existing policies and procedures, identify gaps and opportunities, and provide updates on trends, market activity and IRS updates.
If your plan requires additional documentation based on financial hardship, or severance of employment, 403(b) Strategies and Solutions can alleviate the need to retain in house expertise by shifting such responsibilities to us. As the final 403(b) regulations take effect, this population of accounts will begin to decline as participants move into an active plan or roll their assets into another eligible retirement plan. We will work to create an easy, custom solution that will integrate the 403(b) requirements while minimizing changes to current business practices, working to ensure a positive customer experience.
Other Needs?
Contact us for a free no obligation consultation to discuss your 403(b) needs.
info@403bstrategies.com
