Competitive. Comprehensive. And Compliant.

Making decisions regarding your employees’ retirement benefits is a great responsibility. And with changes in IRS regulations, it’s more important than ever that your 403(b) plan be handled appropriately. You need a plan that is competitive, comprehensive and—most importantly—compliant.

Fortunately, Prime Plan makes it simple.

As of January 1, 2009, strict IRS guidelines will be in effect regarding the provision and management of your 403(b) program—and it is of utmost importance that you have a plan in place that satisfies both your employees and the government. Prime Plan provides your employees with a compliant 403(b) program that grants access to the widest selection of funds available—all backed by an established company.

Prime Plan is reliable. Unlike other 403b “omnibus” plans, each Prime Plan participant’s assets are custodied in an individual account with National Financial Services, LLC (NFS), a wholly owned subsidiary of Fidelity Investments. Accounts held with NFS offer additional protection on individual accounts above and beyond general coverage provided by SIPC, so it’s good to know that with Prime Plan, the securities in your account are protected. Additionally, our plan simplifies mandatory reporting and reduces your responsibilities by providing a single point of contact to manage your plan.

We offer great flexibility in investment options for your employees, and we make it easy for them to manage their accounts online. They can even borrow money against their balance, and the interest paid on the loan goes right back into their accounts and is reinvested. Best of all, Prime Plan is competitively priced, making it a much more attractive 403(b) platform for you and your employees.