Why Choose Us
Guidance and Compliance Support for Your Plan
The education community is constantly changing. Growing responsibilities and decreasing resources mean your plate is full. We provide 403(b) and 457(b) plan administrative services for governmental plans. Plan compliance and administrative issues are unique for governmental plans. Because we specialize in only these plans, we provide specialized service at a reasonable cost to help ease your retirement plan responsibilities.
What We Provide as Your Partner:
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Ongoing, year-round administrative and plan compliance support
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No set-up fee, low administrative fees, and minimal transactional fees
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Coordination with approved investment vendors
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On-site assistance
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Educational meetings and enrollment through American Fidelity account managers
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Plan document completion and updates
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Review and approval of loans, distributions, and other plan transactions
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Monitoring of participant contributions to prevent exceeding the annual contribution limits
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Reporting of contribution and transaction activity upon Internal Revenue Service (IRS) audit
What We Provide Your Employees:
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Education
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Retirement planning guidance through American Fidelity account managers
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Contribution, distribution, and account support
- Coordination with established vendors