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

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