The education community is constantly changing. With growing responsibilities and decreasing resources, your plate is full. With over 55 years of experience working with education employees, we understand your needs. That's why we created a division solely focused on 403(b) and 457(b) Plan administration for your industry. To help your Plans operate in compliance with the Internal Revenue Code, consider AFPlanServ® for a different opinion.
Offering a qualified retirement savings Plan may help attract and retain quality employees. Let us assist you with the administration of your Plan.
Employers should maintain copies of all Plan forms, including salary reduction agreements, loan approvals, transaction authorizations, and more.
Is your retirement on track? Use our calculator to determine if you are prepared and what you can do to improve your financial outlook.