Henderson Brothers Retirement Plan Services can help you understand the new 403 (b) regulations which have taken effect as of January 1, 2009. Our Investment Professionals can explain how these new regulations will affect your institution, and what you must change or implement to become compliant. We can work with you to help maximize your employer-sponsored retirement plan through this new opportunity to ensure that your plan participants are on track for a ‘retirement ready’ future.
For administration of your 403(b) plan, Henderson Brothers Retirement Plan Services has assembled a group of partners, among the leaders in the defined contribution market. Our Investment Professionals will work with our partners and you to create the right plan for your non-profit organization. Due to our experience working with 403 (b) retirement plans, the Pennsylvania School Board Association Insurance Trust has endorsed our team’s 403 (b) services to schools across the state of Pennsylvania.
If you have questions regarding 403(b) plans please review this information or contact us to arrange for a meeting to discuss your needs and how we can transition your non-profit institution into compliance with the new regulations.
Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC