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Everything posted by Martha

  1. Michael, thank you for the information. It is very helpful. Martha
  2. Thank you all very much for the valuable information. Do you know anything about a SEP (simplified employee pension) Plan? I learned of it through Mutual of America. It is a no charge plan. It is a SEP-TDA and not a 403(b) plan. I don't know much about this and wonder if my employees would be better off with a 403(b) plan. Or does it matter? Again, thanks so much for your great advise. Martha
  3. I am looking for a low cost or no cost 403(b) plan that will allow the employer to make a bi-monthly contribution to the employees' plan. Any thoughts or ideas? We are a nonprofit with 29 employees and I think between 15 and 20 will take advantage of this offer. The employees are all low income women who have not previously invested in their retirement.
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