Employee Benefits Law Group can help you design or amend your 403(b) plan to ensure that it works best for your situation while limiting its exposure.
We specialize in working with public sector and nonprofit employers on a full array of employee benefit issues, including 403(b)s.
Additionally, we can help organizations that function both as a governmental entity and 501(c)(3) not-for-profit charitable organization – with the unique challenge of determining whether they satisfy the eligibility requirements – implement a 403(b) plan.
We can provide a comprehensive review and assessment of your plan, including evaluating service provider contracts and investment agreements to determine that the plan is paying reasonable fees. We can also help establish an appropriate fiduciary structure to limit exposure of the plan investment fiduciaries.