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403(b) retirement plans for nonprofit organizations

Key Points

  • Ameriprise Financial offers a variety of 403(b) retirement plan investment options for nonprofit organizations and their employees.
  • Our Ameriprise financial advisors can support your organization from plan investment selection through enrollment and work 1:1 with your plan participants.

Nonprofit organizations seeking retirement savings plans can select from the many available 403(b) plan investment options from Ameriprise Financial. We serve as an ongoing resource for both you and your employees.

Ameriprise is a 403(b) investment provider for K-12 schools throughout the country and we have 403(b) plan investment options available for other nonprofit organizations as well. We have offered 403(b) plan services since 1962.

A local Ameriprise financial advisor can work with you to understand current plan rules and regulations and provide guidance to help you and your employees make the most of the plan.

How Ameriprise can help your nonprofit organization

In addition to providing a foundation to make sound benefits decisions, we help your employees place each decision in the context of their greater financial picture. This can provide a positive impact on your workforce productivity, benefits appreciation, retention and motivation. A financial advisor can help:

  • Keep you up to date on the changing 403(b) marketplace
  • Attend benefits fairs and tabling events at your organization
  • Help employees with the 403(b) enrollment process
  • Design a seminar series to educate your employees on all aspects of their financial lives
  • Deliver personal financial planning and on-site education

Take the next step

Contact an Ameriprise financial advisor today to learn how Ameriprise can help your nonprofit organization with 403(b) plans.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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