Wells Fargo offers a variety of retirement plans specifically for non-profit organizations through our mutual fund partners and insurance carriers.

A 403(b) plan is a special tax-advantaged retirement plan designed exclusively for employees of the following types of organizations:
  • Non-profit hospitals and health care organizations
  • Charitable organizations and foundations with a 501(c)(3) designation
  • Scientific and research organizations
  • Churches and other religious organizations
  • Educational institutions
Similar to 401k plans for the private and public sectors, 403(b) plans allow employees to defer portions of their salaries in order to invest in mutual funds and annuities for retirement. Earnings in these accounts grow tax-deferred.

To help you determine and open a plan that's best suited for your organization, please call one of our Wells Fargo Advisors at 1-877-493-4727.
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Financial Advisors are registered representatives of Wells Fargo Advisors LLC, member SIPC, a non-bank affiliate of Wells Fargo & Company.
You should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Call Wells Fargo Advisors for a prospectus which contains this and other information regarding a specific mutual fund. You should read the prospectus carefully before investing.
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