Guest bwerlla Posted June 28, 1999 Posted June 28, 1999 We are a 501©(3) with a 403(B)/SEP-IRA combination. We are looking into a 401(k) or GROUP 403(B) for our 110 employees but are having a hard time finding something in writing or on the web about the group 403(B) product, sample plans, etc. Any resources that you know of? Thanks
Ellie Lowder Posted June 30, 1999 Posted June 30, 1999 The National TSA Association would be a good resource in helping identify providers who do support ERISA 403(B) plans, and who might have group products for those plans. Telephone #: 800-543-0152.
Guest ESOPwizard Posted July 5, 1999 Posted July 5, 1999 Figure out where you would like to invest your money, call the 800 number of the mutual fund organizattion, and ask if they have a 403(B) product. You might want to consider hiring an attorney or accountant (who understands 403(B) plans) to advise you.
Guest G Burns Posted July 31, 1999 Posted July 31, 1999 Why a Group 403(B)??? Northern Life is probably the only major 403(B) provider that still has one in its product line, almost everyone for over 10 years has been using individual 403(b)products. There might be a few VA group products available. I dont know of a 403(B)7 Mutual Fund that has a Group product, if that is at all possible. Maybe you should do some research first to see what is normally used.
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