Need 403b advice

[Guest Richard V]

I need to be pointed in the right direction in my search for a replacement to an existing 403b plan at a church. Does anyone have a list of vendors they would recommend?

Thanky you for your help.

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Rich

[Ellie Lowder]

The National TSA Association, with over 30 industry sponsors, would be an excellent source of information on vendors for the church markets. As their Technical Advisor, I am aware that some of the providers do support 403(B) plans sponsored by religious organizations.

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[Guest RARogers]

The big mutual funds (Vanguard, Fidelity, et al) are sure to have a product - an advantage of using them is that you can set it up as an individual account (kinda of like an IRA) and the employees will have an account that they can control with internet access etc. etc.

Almost all insurance companies have TSA products - but I wouldn't go there because it's hard to get out or move your money and the investment fees (and possibly commissions and surrender/exit fees) will be greater. Of course if the person really needs hand holding, you can get it from an insurance agent - but it's expensive in the long run and you have to have a lot of confidence in the agent.