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403(b) ERISA

Ascensus Consulting is a retirement administration, plan design, and actuarial firm that is wholly owned by Ascensus--the largest independent retirement and college savings services provider in the United States. We assist nonprofit organizations with:
 
  • 403(b) Plan Documents
  • 403(b) Plan Administration
  • 403(b) Plan Compliance Testing
  • 403(b) Plan Consultation
  • 403(b) Plan Multi-fund Open Architecture Daily Valuation and Recordkeeping
  • 403(b) Plan Form 5500
  • 403(b) Plan Design
Types of organizations that can establish 403(b) plans include:
  • Colleges and universities
  • Nonprofit organizations that are exempt from tax under Internal Revenue Code § 501(c)(3) such as some hospitals, ministers, religious organizations, charitable organizations, and some organizations established for the purpose of promoting or providing science, literacy, testing for public safety, fostering national or international amateur sports competition, and the prevention of cruelty to children or animals.

Contact us for more information.