Who We Serve
Retirement Plans for Educational Institutions
Comprehensive retirement plan support for higher education, built to serve faculty and staff across campuses and departments.
How We Help Educational Institutions
Our expertise with 403(b) and 457 plans helps educational institutions maintain compliance, consistency, and clear documentation across their retirement programs.
Your Operating Reality
Academic calendars, multiple pay groups, and shared governance require a plan that’s organized, consistent, and easy to explain to faculty and staff.
What Matters to Your Industry
- Clear eligibility and service rules across faculty, staff, and adjuncts
- Vendor coordination and predictable pricing
- Investment oversight aligned with the IPS
- Communication timed to the academic calendar
What You Can Expect
A steady review cadence, fee checks with documentation, investment monitoring, and participant education timed to enrollment cycles, delivered in materials that leadership can use.