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Case Study

403(b) Plan Upgrade

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

This chart compares 401(k) and 403(b) plans side by side, covering eligibility, compliance, contribution limits, and investment options.

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Not all 403(b) plans are created equal. This chart compares annuity-based platforms with Fisher\SMB’s non-annuity solution—covering fees, investments, fiduciary services, and participant support—so you can make the best choice for your organization.

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A new executive order could allow alternative investments like crypto and private investments in retirement plans like 401(k)s and 403(b)s. Learn what this could mean for small and mid-sized companies.

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