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Searching for Model 403(b) Plans
403(b)wise is searching for examples of quality employer 403(b) plans for a new section called
Model 403(b) Plans |
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If you would like to submit your plan for inclusion please answer
the following questions:
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Name of organization?
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Category of employer: k-12 Public School; k-12 Private School;
College and University; Hospital; Research Institute; or other 501(c)(3) organization.
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What is the role of the plan? Is it the primary retirement plan or is it supplemental?
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Who is eligible to participate?
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When are employees able to participate? Immediately? After a year?
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When does vesting occur?
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What vendors are available?
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What criteria was used to select vendor(s)?
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Is there employer matching?
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Who provides oversight for the plan?
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What kind of education is provided to employees?
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Number of participants and dollar amount contributed annually?
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Access to 401(a) and/or 457(b) plan?
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Additional notes?
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Please email answers to: Model 403(b) Plans.
Thank you. |
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