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Compliance & Administration Solutions

CalSTRS 403bComply takes the burden of administering a 403(b) and 457(b) program off employers’ shoulders so you can focus your energy on other priorities. We make sure your program is in full compliance with all federal and state regulations, and do so in a timely fashion and minimal cost.

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Retirement Plan Services

We focus on delivering plan administration solutions that help lessen your administrative duties so you can spend more time running your organization.

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Plan Administration & Compliance

We’ll handle record-keeping, payroll processing, remittance, and every other aspect of fulfilling legal compliance.

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Dedicated Account Service

You’re never alone. We’ll assign a client service team for day-to-day support to ensure you have the support you need.

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Employee Education

Retirement education is at the core of everything we do. See the section below for more information.

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Plan Documents

We’ll develop and maintain any necessary documents like summary plan descriptions, legal notices, and more.

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Online Systems

Participants and plan sponsors receive on-demand access to accounts, reports, performance, and more.

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Customer Service

Our US-based customer service team is available to assist every weekday from 8AM to 7PM CST.

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Loan & Distribution Management

Participants can request loans and distributions to cover unexpected emergencies, big purchases, and other qualifying events.

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Participant Communication

Leverage our digital systems to keep in touch with your staff. We’ll handle notices and announcements on your behalf.

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Roth Deferrals

Participants may contribute to their accounts on a pretax or Roth basis. We’ll handle all the moving parts.

Premier Participant Education.

Our team of advisors, customer service representatives, and account managers will be there every step of the way.

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One-on-One Appointments

We’ll set up individual appointments in person or via web conferencing.

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Workshops

Quarterly seminars help employees stay in-the-know.

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Calculators

We provide self-service tools to help assess personal situations.

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Forums

Employees get access to our forum community.

Smart technology. Dedicated support.
Better financial solutions.