Model Plan Solutions for Employers

New 403(b) plan regulations effective in 2009 present nonprofit employers such as school districts, foundations and hospitals with a number of significant challenges. To effectively meet these challenges, employers need an experienced partner that understands the complex compliance and administrative requirements of the new regulations. For more than two decades, PlanMember Services has successfully partnered with nonprofit employers to meet their 403(b) plan needs and is ideally qualified to help organizations navigate the changing legislative landscape.

More Choice, Lower Fees
PlanMember’s comprehensive Model 403(b) Plan solution can help your organization meet requirements of the new 403(b) regulations while providing the wide range of investment solutions and a proven approach to retirement planning available through the PlanMember Services Program. Employees desiring professional portfolio management can invest in a broadly diversified PlanMember Elite portfolio and benefit from low cost, no load¹ mutual funds and a time-tested approach to retirement investing. Employees desiring a more do-it-yourself approach can self-direct their investments and select from two guaranteed fixed account options^2,3 and more than 600 mutual funds from 24 of the nation’s top fund families.
 
Exclusive Membership Benefits
Members also benefit from a variety of membership services that include personalized planning, professional portfolio recommendations and ongoing education. These valuable services are designed to help take the guesswork out of retirement investing and provide members with our proven approach to retirement planning.
 
Plan Compliance and Administration Services
The PlanMember Services Model 403(b) plan also offers complete plan administration and document support, including strategic alliances with two experienced third party administrators. In addition, PlanMember can provide plan sponsors with model notices and other communications to assist them in communicating with vendors and employees at every twist and turn of their efforts to comply with the new 403(b) plan regulations.

A Model 403(b) Plan Solution
Organizations sponsoring 403(b) plans must make important decisions today that will impact budgets and their ability to attract key employees for years to come. That’s why it’s essential they have an experienced partner in their corner. To learn more about the PlanMember Model 403(b) Plan and how it can help your organization, please call Chris Guanciale at (800) 874-6910 ext. 2329 or send an email to employers@planmember.com.

¹ An annual asset-based fee will apply as well as other internal expenses and fees of the funds.
² Guaranteed fixed account option not available through all plans
³ Guarantees and benefits are subject to the claims-paying ability of the underlying insurance company