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The 403b Plan

The 403b Plan is a retirement plan available to the employees of non-profit organizations and institutions that allows those employees to contribute pre-tax dollars to the organization’s pool that is then invested in various investment vehicles.

Whether your non-profit organization has a 403b plan in place for its employees or not, as an employee of a non-profit organization, you should seek the advice of a professional financial consultant to:

  • Assist you and your non-profit organization in establishing a 403b Plan employee benefit program; or
  • To insure that your participation in your organization’s 403b Plan is allowing you to maximize your investment diversity, striving to minimize your risks and attempting to provide you with objective and reliable financial advice.

If you would like to learn more about how we might assist you in establishing a 403b plan for your non-profit organization or to insure that you are getting the most out of your organization’s employee retirement plan benefit program, give us a call at 888.901.8310...

Charitable Plan Giving Efficiency...

Our Management and staff specialize in assisting financial executives at non-profit organizations in striving to provide services that enable plan fiduciaries to more effectively oversee the Charitable Plan Giving assets they monitor.

We may be able to provide solutions that allow you and your organization to do the following:

  • Improve recordkeeping and administrative services at a reduced cost.
  • Gain access to money management alternatives that may improve return potential and are designed to lower risk and lower fees.
  • Receive advice on asset allocation strategies to meet varying trust payout requirements.
  • Implement a Charitable Plan Giving Program.

Please contact us if you would be interested in a free “Charitable Plan Giving Efficiency Analysis.” We can also provide you with our biographical profiles as well as a reprint of an investment article we recently had published in the Washington Business Journal.

If you would like to learn more about how we might assist you with Charitable Plan Giving Efficiency, give us a call at 888.901.8310.

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