3 Ways Your 403(b) Could be Costing You Big
Thank You
Click the button below to begin your download, please contact us if you have any questions.
A 403(b) plan for their now, later, and after.
You’ve crafted something real. Not just a nonprofit, but a culture. That’s why we approach serving your employees like their future depends on it — because it does.
What is a 403(b) Plan?
A 403(b) Plan is a type of retirement plan for the employees of certain non-profit organizations like schools, hospitals, charities, and churches.
How it Works
Similar to a 401(k) plan, a 403(b) plan allows employees to save a percentage of their salary, tax-deferred, and invest that money for retirement.
How a 403(b) is Different
A 403(b) is different than a 401(k) in some ways, including investment options and some administration processes.
How Fisher\SMB™ Can Help
Fisher\SMB is one of America’s top advisory firms with deep experience helping nonprofits navigate, evaluate, and set up a 403(b) tailored to their objectives.
Downloadable Chart
Compare 403(b) Solutions
There are two main types of 403(b) solutions: annuity-based or non-annuity-based. Unfortunately, more than half of all 403(b) plans are on an annuity platform, which is an outdated system that could be charging your employees higher fees.
Case Study
Plan Participant
See how an employee can benefit when an employer moves from an annuity-based to a non-annuity-based 403(b) solution.
GUIDE
3 Ways Your 403(b) Can Cost You Big
Download our complimentary guide to learn how your 403(b) could be costing employees higher fees.
Contact Us
One of our retirement specialists would love to talk to you about your company’s retirement plan needs.
Call Us
(888) 674-4504
