Retirement Planning Resources for Plan Sponsors
403(b)(9) retirement plans are defined contributions plans designed for the specific needs of churches or those with 501(c)(3) church status. This means that there are a few distinctions that make the 403(b)(9) retirement plan ideal for churches.
If you’re an organization with 501(c)(3) status, there are two top retirement plans that you may want to consider: a 403(b) and a 403(b)(9). Discover which option is best for you.
Do you know how much your plan fees are costing you? As the plan sponsor, it’s your fiduciary responsibility to make informed decisions about your retirement plan.
The retirement plan your organization offers is either ERISA or non-ERISA. And as a retirement plan fiduciary, it’s crucial that you know which category your plan is in.
Are you an employer of a church? Find out why a 403(b)(9) retirement plan may be a better option than a 403(b) plan.
6 red flags to be aware of when working with retirement plan providers
Are you starting to question the validity of your retirement plan provider…or some of the ones you’ve recently talked to?
Sign up for our 6-part email series to learn about plan provider gimmicks and ploys you should look out for.