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Dan Otter

Wanted: Model 403(b) Plans

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403(b)wise is searching for model 403(b) plans. We plan to compile a database that can serve as a resource for employers and employees seeking to improve their 403(b) plans.


We are looking for plans that meet the following criteria:


• 5 or less vendors

• access to no-load annuities and/or no-load mutual funds

• employer matching

• access to a 457(b)


Other favorable aspects could include: automatic enrollment; online enrollment; and ongoing financial education either through workshops or an online service such as Morningstar.


We are looking for model plans in the following categories:


• k-12 Public School 403(b) Plans

• k-12 Private School 403(b) Plans

• College and University 403(b) Plans

• Hospital 403(b) Plans

• Other 501©(3) Organizations 403(b) Plans.


You can post information here or email us at: modelplans@403bwise.com




Dan Otter

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