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Non-profit Retirement Plan Comparison Chart

Non-profit organizations have unique retirement plan options. This chart compares 401(k) and 403(b) plans side by side—covering eligibility, compliance, contribution limits, and investment options—so you can choose the best fit for your organization.

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403(b) Plans

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 non-profit switched from an annuity-based 403(b) plan to a modern platform. See how a smarter retirement plan can transform employee outcomes.

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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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