403(b) Plans

The Lowery Asset Consulting team recognizes that administration of 403(b) retirement plans has become more challenging with ever-evolving legislation. Additionally, as with managing any qualified retirement plan, participants expect an excellent selection of investment options, impeccable recordkeeping, low fees and high quality participant education. Lowery helps alleviate the pressure on plan sponsors as your firm offers this important benefit to employees.

Lowery acts as your co-fiduciary and your advocate. We help you manage the many details involved in a 403(b) Plan while assisting with fiduciary obligation maintenance through a regimented and documented due diligence process.

Lowery can benchmark your 403(b) plan against your peers to help determine any areas that need improvement. We can revise and adapt your plan to:

  • Reduce costs
  • Improve investment selection
  • Find a more effective and efficient record keeper
  • Increase participation
  • Provide meaningful participant education
  • Assist with regulatory updates – provide information as to the legislative matters of relevance concerning ERISA and Department of Labor governance.

To learn more about how Lowery Asset Consulting can help you manage your 403(b) more effectively and efficiently, contact us today.