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Not-For-Profit Plans

A Not-For-Profit plan lets employees save for retirement by reducing current salary on a before-tax basis. It can be used with profit-sharing, money purchase, Defined Benefit, and Nonqualified plans.

We're committed to providing our clients with the industry expertise they need to understand and comply with the ever-changing industry regulations.


Help your employees save for retirement by reducing current salary on a before-tax basis with a not-for-profit plan

What are the advantages of a Not-for-Profit retirement program?

  • It helps recruit and keep quality employees
  • It helps participants build retirement security
  • It is mostly funded from dollars paid as salary

Employee advantages

  • Save for retirement through easy payroll deduction
  • Choose the amount they want to save
  • Change the amount saved to meet current needs
  • Reduce their taxable income
  • Defer taxes on the amount saved and its earnings until the retirement plan pays benefits

Let our experience work for you

As a leader in the Not-For-Profit industry [1], we have depth and breadth of experience in developing retirement plan services to meet your needs. Our consultants also have expertise in:

  • Understanding the intricacies of tax exemption, its effect on the Not-For-Profit culture, and ERISA and fiduciary complexities
  • The 403(b) Regulations and F5500 reporting requirements as they apply to retirement plans for tax-exempt organizations

See how plan services benefit everyone

As a plan sponsor for a Not-For-Profit plan, both you and your participants will have access to premium service and solutions. Details

Realizing the full potential of your retirement program

We offer comprehensive, consolidated and streamlined retirement plan services to help meet your needs and achieve the outcomes you seek.

Already working with a Third-Party administrator?

You can also unbundle your retirement plan services with The Principal to help meet your individual needs.

Keeping You Informed: 403(b) Regulations

[1]
2011 PLANSPONSOR Recordkeeping Survey, The Principal ranked 10th out of 74 providers for number of ERISA 403(b) plans, and 10th out of 74 providers for ERISA 403(b) assets.
Moving Your Plans?

Concerned about transitioning your 403(b) retirement plan? See how our 403(b) education program can help.

See how our 403(b) education program can help transition your 403(b) retirement plan.

Have multiple retirement plans with different service providers?

Make the most of your time by integrating retirement plans.

Make the most of your time by integrating retirement plans.

Have a question? Call us at 1.800.986.3343

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