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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Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank
- May Lose Value
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® brokerage accounts are offered through WFCS.
Financial Advisors are registered representatives of Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors does not provide tax or legal advice. Please see your tax and legal advisors to determine how this information may apply to your own situation.
Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors, or one of its affiliates as part of this website is published in the United States and is intended only for persons in the United States.
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.