Who We Serve
Retirement Plans for Nonprofits
Compliance support and participant education built for boards, committees, and grant cycles.
How We Help Nonprofits
With deep experience in nonprofit retirement plans, we help mission-driven organizations align plan performance with tight budgets and diverse stakeholder needs. Our nonprofit retirement plan services keep decisions clear and costs predictable.
Your Operating Reality
Board oversight, grant reporting, and mixed workforces call for a plan that’s easy to run, easy to explain, and documented for auditors and stakeholders.
What Matters to Your Industry
- Cost control that respects the budget
- Clear roles among recordkeeper, TPA, and advisor
- Education that reaches full-time, part-time, and seasonal staff
- Records organized for board packets and audits
What You Can Expect
We provide 401(k) and 403(b) compliance and consulting with a steady cadence — policy reviews, fee checks, and participant outreach — so leaders can focus on the mission while the plan stays on track.