Jump to content

Recommended Posts

Guest bwerlla
Posted

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

Posted

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

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 Bob Collins
Posted

Try Fidelity's webpage 403b.com for info.

  • 4 weeks later...
Guest G Burns
Posted

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.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use