403(b) Plan Upgrade

Case Study

A non-profit switched from an annuity-based 403(b) to a modern platform—cutting fees, improving investments, and boosting employee savings by $227K. See how a smarter retirement plan can transform employee outcomes.

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Additional Resources

403(b) Plans

Comparison Chart: Understanding Government Retirement Plans

Retirement planning for public sector employees and navigating the different plan types can be confusing. Review the difference between 403(b), 401(a) and 457 (b)

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Comparison Chart: Compare 403(b) Plans

Use this 403(b) plan solutions chart to compare the differences between an annuity-based or non-annuity-based solution.

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403(b) Plans for Non-Profit Organizations

403(b) retirement plans are specifically designed to be offered by non-profit organizations. View this 403(b) resource page to learn more.

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