Reduce your district’s risks, responsibilities and administrative burdens with an ASBO 403(b) Model Plan


Confidently give your educators and staff the option to increase their retirement savings beyond the benefits provided by their core State Retirement Program and any applicable Social Security.

The Model Plan is designed to help districts streamline administration and support compliance efforts.
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BENEFITS

Avoid costly non-compliance
penalties
  • Vetted Turnkey Retirement Plan:
    Reduce risk and responsibility via a
    comprehensive retirement plan with
    broad provider choices.
  • Enhanced Compliance: Ensure
    adherence to federal regulations and
    standards of care, minimizing audit risk
    and avoiding penalties.
  • Plan-Level Reporting: Access detailed
    reporting on assets, contributors, and
    participants by vendor.
Increase efficiency
  • Save Time and Money: Outsource
    day-to-day plan operations so staff can
    focus on educational priorities.
  • Common Remitting Services:
    Simplify contribution remittance and
    transaction approvals.
  • Online Services Platform: Manage all
    services through a secure, user-friendly
    dashboard.

“ This plan is helping districts manage
financial responsibilities while
supporting the educators who shape
our future.”

–Jim Rowan, CAE, SFO
Executive Director of ASBO International

Jim Rowan

Participating Providers of the ASBO 403(b) Model Plan

Participating providers support districts through services aligned with Model Plan guidelines.

Disclaimer:

ASBO International is a 501(c)(3) nonprofit organization. ASBO International does not provide legal, tax, or investment advice and does not endorse specific investment products or providers. The ASBO 403(b) Model Plan is offered as an educational and administrative framework. Participating providers operate independently, and districts are responsible for evaluating options based on local needs and requirements.