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Instructional ResourcesUS Defined Contribution Plan
Additional Plan Resources
We know selecting a retirement plan for your school employee is an important decision. Below, you’ll find additional resources about the plan, including plan design options, investment fund options, plan comparison tools, and more.
TOOLS FOR YOUR DECISION MAKING
Plan Design Options
Four different plan design options are available for your school to choose from.
If you experience issues, please contact Lindsay Monette.
Plan Investment Fund Lineup
This document shares important information about the retirement plan’s investment lineup and expense ratios.
Plan Comparison Chart
Review different plan proposals you receive with our Plan Comparison Chart.
Plan Comparison Review
A school reached out to us about a 403(b) plan proposal they received from another plan provider, and we provided a Plan Comparison Review, which compares the cost of participating in our plan.
CSI 403(b) Plan Resources from Service Providers
We have included some resources our service providers created that feature information on retirement plan advice, participant education, and more.