403(b) Providers

403(b) companies are specialized 403(b) providers that offer retirement plan services exclusively to non-profit organizations, educational institutions, and certain healthcare employers, helping these organizations establish and manage the best 403(b) plans for their employees' long-term financial security.
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Transamerica Retirement Solutions

Transamerica Retirement Solutions

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Founded

1904

Employees

1,001

Funding Summary

Not Provided

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About Transamerica Retirement Solutions

Expert focus on retirement plans
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want.

How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. Show More
AIG

AIG

3.8 (1)
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Founded

1919

Employees

0

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About AIG

With roots that trace back to 1919, we're a global insurance company with operations in more than 80 countries and jurisdictions. We provide a range of insurance products to support our clients in business and in life, including: general property/casualty, life insurance, and retirement and financial services through our General Insurance, Life and Retirement and Investments business units.

What unites us across all of these products is our commitment to helping our clients prepare for what’s next. Whether that’s helping cities and communities to prepare for and recover from natural disasters or providing a financially secure... Show More
Voya Financial

Voya Financial

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Founded

2014

Employees

0

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None

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About Voya Financial

Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company® while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. We are a Fortune 500 company (NYSE: VOYA) with a clear mission to make a secure financial future possible — one person, one family, one institution at a time. Show More
Principal Financial

Principal Financial

4.4 (2)
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Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More
T. Rowe Price

T. Rowe Price

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Founded

1937

Employees

7,868

Funding Summary

None

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About T. Rowe Price

T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:

 Established in 1937 by Thomas Rowe Price, Jr.
 Incorporated in the state of Maryland in 1947
 Licensed to conduct business throughout the United States in 1947

In 1986, T. Rowe Price first issued shares to the public.

T. Rowe Price is focused on two core businesses – providing recordkeeping services to the plan sponsors and managing money for individuals and institutions. Show More
401GO

401GO

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Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

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About 401GO

The most innovative 401(k) platform in the world! We build our system from scratch to solve one of the most important solutions you need to strengthen your business. The 401(k) industry is expensive, slow and very inefficient. We created 401GO to solve these problems allowing you to focus on your future and your business. We look at retirement outside of the box, automating all the things that normally are handled by your business and giving you the freedom to get back to what you do best.
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Human Interest

Human Interest

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Min. Group Size

1 eligible

Lives Serviced

14,972

Average Cost

Average Cost is Locked

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Human Interest offers 403(b) plans that have best-in-class admin and employee experience, transparent pricing, and a complete solution with added protection for non-profit businesses. Plans include record-keeping services, streamlined onboarding for employees, and... Show More
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OneAmerica

OneAmerica

4.9 (1)
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Founded

1877

Employees

0

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About OneAmerica

The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than 140 years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients. We are organized in a mutual holding company structure. From a business standpoint, the advantages of our mutual holding company structure are numerous. This structure supports our growth strategy by providing flexibility to bring other mutual insurance companies into the organization. It allows for efficiency in capital structure by providing both support for growth and stability for financial strength... Show More
Mutual of America Financial Group

Mutual of America Financial Group

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Founded

1945

Employees

1,000

Funding Summary

Not Provided

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About Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.
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NWPS

NWPS

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Founded

1994

Employees

193

Funding Summary

None

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About NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business.

Services
Plan consulting and design
Recordkeeping and actuarial
Compliance and administration
Communication and participant services

We employ imaginative, creative, and practical approaches to meet client needs and address new developments. We work closely with our clients to ensure that their benefit plans are as efficient and effective as possible. Show More
Talkspace

Talkspace

4.5 (1)
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Min. Group Size

100 eligible

Lives Serviced

1

Average Cost

Average Cost is Locked

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Product Description

Talkspace employs a rigorous, multi-layered approach to vetting and credentialing providers to ensure the delivery of safe, high-quality mental health care. Our process is aligned with NCQA standards and designed to attract, evaluate,... Show More
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The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA)

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Founded

1996

Employees

250

Funding Summary

Not Provided

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About The Retirement Advantage, Inc. (TRA)

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $11 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
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Alliance Pension Consultants, LLC

Alliance Pension Consultants, LLC

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Founded

1979

Employees

45

Funding Summary

Not Provided

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About Alliance Pension Consultants, LLC

Since 1979, Alliance has been a leader in providing experienced and responsive retirement plan design and administration solutions. The foundation, history and success of Alliance are based on leadership and teamwork, both internal and external. We work together and with other professionals to create extraordinary teams that succeed in plan design and administration. Our constant goal is to deliver value by providing unbiased, cost-effective solutions to the most complex and critical challenges.
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Newport Group

Newport Group

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Founded

1985

Employees

0

Funding Summary

None

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About Newport Group

Newport Group has been acquired by Ascensus

Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.
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Pecunia

Pecunia

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Founded

09/20

Employees

0

Funding Summary

Not Provided

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About Pecunia

Pecunia serves small and medium size businesses promoting workplace wellbeing and productivity by providing workers access to a high quality, cost efficient retirement savings platform, democratizing 401(k) plans. Utilizing the pooled employer plan (PEP) model, Pecunia provides a predesigned 401(k) plan solution providing clients with a low cost plan while reducing administrative burdens and fiduciary obligations. With an all electronic online enrollment process, employers can start a new retirement plan or move an existing 401(k) plan with Pecunia in as little as 15 minutes. This allows you to focus on what you do best; grow your business.
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Plan Member

Plan Member

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Founded

1992

Employees

200

Funding Summary

Not Provided

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About Plan Member

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
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PlanPILOT

PlanPILOT

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Founded

2011

Employees

9

Funding Summary

Not Provided

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About PlanPILOT

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees.
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SavvyFi

SavvyFi

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Min. Group Size

-

Lives Serviced

-

Average Cost

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SavvyFi's student loan retirement match program improves financial wellness by enabling employees to convert their student loan payments into retirement savings contributions through their qualified retirement plans.

Employees sign... Show More
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Equitable

Equitable

4.8 (1)
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Founded

1878

Employees

0

Funding Summary

Not Provided

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About Equitable

Equitable, the brand name of Equitable Holdings Inc., is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.

Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) a MONY Life Insurance Company of America (MLOA), an AZ stock company headquartered in Jersey City, NJ, AXA Advisors, LLC (member FINRA, SIPC) and AXA Distributors, LLC. AXA... Show More
Legacy Financial Planning

Legacy Financial Planning

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Founded

2000

Employees

0

Funding Summary

Not Provided

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About Legacy Financial Planning

Regardless of age or income level, the number one concern we hear from individuals nearing or in retirement is: “How can I make sure my money will last as long as I do?” That’s because managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses – preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting.
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Frequently Asked Questions

Can I Transfer my 403(b) to Another Company?

Yes, you can transfer your 403(b) through a rollover to an IRA or to a new employer's retirement plan, but like 401(k)s, you typically need to leave your current job first or meet specific plan requirements for in-service distributions.

Do Companies Match 403(b)?

Yes, many companies that offer 403(b) plans do provide matching contributions, though it's less common than with 401(k) plans. Educational institutions, non-profits, and healthcare organizations often offer some level of employer match to help attract and retain employees.

Can a Company have a 401(k) and 403(b)?

No, companies typically cannot offer both - 403(b) plans are for non-profits, educational institutions, and certain healthcare organizations, while 401(k) plans are for for-profit businesses. An organization qualifies for one type based on their tax status and structure.

Can I Contribute to Both a Company 403(b) and Roth?

Yes, you can contribute to both a company 403(b) and a Roth IRA (if you meet income eligibility requirements), as they have separate contribution limits. Many 403(b) plans also offer Roth 403(b) options, allowing you to split contributions between traditional pre-tax and Roth after-tax within the same plan.

How to Change Company Plan from 403(b) to 401(k)?

As an employee, you cannot change your company's retirement plan from a 403(b) to a 401(k) - that's determined by your employer's tax status and plan choice. However, you can rollover your existing 403(b) funds to an IRA when you leave the job, or contribute to a separate Roth IRA alongside your 403(b) if you're eligible.

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