403(b) Plans

Wells Fargo offers a variety of retirement plans specifically for nonprofit 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 401(k) 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.

Interested in learning more about 403(b) plans? Call us at 1-877-493-4727
We can help you determine and open a plan that's best suited for your organization.

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