403(b) Plans

Benefits Square excels in comprehensive 403(b) retirement plans. We understand the unique needs of nonprofit organizations, educational institutions, and other eligible employers when it comes to retirement savings. With our expertise in 403(b) plans, we help you offer a valuable retirement benefit to your employees while ensuring compliance with applicable regulations.

Why Choose Us for 403(b) Plans:

Tailored Retirement Solutions:

We specialize in designing customized 403(b) plans that meet the specific needs of nonprofit organizations and educational institutions. Our team works closely with you to understand your organization’s goals, employee demographics, and budgetary considerations. We then create a tailored retirement plan that aligns with your objectives, provides flexibility for employee contributions, and offers a diverse range of investment options. Our goal is to help your employees build a secure financial future while supporting your organization’s mission.

Expert Plan Administration:

Managing a 403(b) plan involves complex administrative tasks, compliance requirements, and fiduciary responsibilities. Our experienced team handles all aspects of plan administration, relieving you of the administrative burden and ensuring that your plan remains compliant with applicable regulations, including those outlined by the Internal Revenue Service (IRS) and the Employee Retirement Income Security Act (ERISA). We stay up-to-date with regulatory changes and provide ongoing guidance to help you navigate the evolving landscape of retirement plan regulations.

Investment Options and Education:

We offer a wide array of investment options for participants in your 403(b) plan. Our carefully curated selection includes mutual funds, annuities, and other investment vehicles, providing your employees with the flexibility to choose investment strategies that align with their individual goals and risk tolerance. Additionally, we provide comprehensive participant education and communication resources to empower your employees with the knowledge they need to make informed investment decisions and maximize their retirement savings potential.

Technology-Driven Solutions:

We leverage advanced technology to streamline plan management and enhance participant engagement. Our user-friendly online platform allows participants to easily access their 403(b) accounts, view investment performance, make contributions, and manage their retirement savings. The platform also provides robust reporting and analytics tools, giving you real-time insights into plan performance and participant engagement. Our technology-driven solutions ensure a seamless and efficient experience for both you and your employees.

Dedicated Support:

At Benefits Square, we pride ourselves on providing exceptional customer support. Our team of retirement plan experts is dedicated to assisting you and your employees every step of the way. From plan design and implementation to ongoing plan management and participant support, we are here to answer questions, address concerns, and provide personalized assistance. We believe in building strong, long-term relationships with our clients, and we strive to be your trusted partner in all aspects of your 403(b) plan.

With our tailored retirement solutions, expert plan administration, diverse investment options, technology-driven solutions, and dedicated support, Benefits Square is your partner of choice for 403(b) plans. We are committed to helping your organization provide a valuable retirement benefit to your employees, enabling them to achieve their long-term financial goals. Contact us today to learn more about our 403(b) plan services and how we can support your organization’s retirement planning needs.