403B Retirement Plan
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In 2009, the Nonprofit Association of the Midlands, Harry A. Koch Company Benefit Plans Inc. and Kutak Rock Law worked together to find a better way for nonprofit employees to save for retirement.  

The end result was a qualified 403(b) plan.  

Advantages of the NAM 403(b) Plan for nonprofits are fiduciary risk mitigation (i.e., investment selection, plan governance, plan administration), cost reduction and 5500 reporting.

The NAM 403(b) plan offers nonprofit employers flexible plan provision choices for eligibility, vesting, ROTH 403(b) and employer contributions.  Like the NAM Benefit Connection you get the benefits of a large plan, no matter what size your nonprofit business. As part of our commitment to accountability and transparency the 403(b) is subjected to an annual outside audit.

Susan Hilton at susan.hilton@hakcofinancial.com would be happy to discuss the benefits

of the plan with you today!

 

The Harry A Koch Co 14010 FNB Pkwy, Ste 300 Omaha, NE 68154 402-861-7086

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.

Cambridge and The Harry A Koch Co are not affiliated.

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