Tax-Exempt Center of Excellence: Resources and Materials

Tax-Exempt Center of Excellence: Resources and Materials

Tax-Exempt Center of Excellence: Resources and Materials

Plan Sponsor Resources

We know that you need to focus on your organization's mission. These plan sponsor resources are designed to help keep you aware of thought leadership news and provide educational tools to assist employees in preparing for retirement.

Understanding Fiduciary Responsibilities

This booklet provides an overview of basic fiduciary responsibilities and includes information on protection for fiduciaries, resources for plan sponsors and a fiduciary responsibility checklist.

Church Retirement Plans

A 403(b)(9) plan is specifically designed with unique features for churches and qualified church-controlled organizations. Learn more about Minister’s housing allowance, plan testing and employee deferrals.

 457 Retirement Plans

This datasheet explains the basics of 457 plans and compares characteristics of different types of 457 plans.

Retirement Readiness for Plan Sponsors

This website includes information on retirement plan features and current industry trends as well as participant education campaigns and financial wellness materials.

 

Participant Education Materials

We know that retirement readiness is critical for your business and important for your employees. These resources are designed to help support your employee educational efforts and help with their financial wellness challenges.

Online Education Toolbox

This online tool box includes retirement and financial wellness materials in a variety of mediums such as interactive calculators, videos, podcasts, guides and tutorials.

Retirement Readiness Resources for Participants

The Becoming Retirement Ready website includes financial wellness materials from Peter Dunn, (aka Pete the Planner), current research and educational resources that you can pass directly to your employees.

403(b) Plans Q&A

This information sheet will help educate your employees about the basics of a 403(b) retirement plan.

457 Plans for Non-Governmental Organizations Q&A

This flyer will help educate your employees about the basics of a 457 retirement plan for non-government organizations.

457 Plans for Governmental Organizations Q&A

This flyer will help educate your employees about the basics of a 457 retirement plan for government organizations.

Leadership Message

Kevin Kidwell discusses how a retirement plan strategy should match an organization's mission

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Automatic Plan Features

Is automatic enrollment right for your organization?

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Industry Recognition

Plan Sponsor Survey Awards

OUR AWARDS

Answering Your Questions

We answer frequently asked questions from our plan sponsors

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Resources and Materials

For Plan Sponsors and Participants

TAX-EXEMPT CENTER OF EXCELLENCE