Mission Aligned 403(b) Retirement Plans

Reflect your organization’s priorities like justice, empowerment, or
sustainability in your 403(b) plan, too.

Are the investments in your 403(b) plan menu aligned with your organization’s mission? Employees often assume that the investment menu for your 403(b) plan reflects the purpose of your organization. For example, if you are an economic justice nonprofit, does your 403(b) include investments in companies involved in predatory lending?

Unfortunately, many default plan menus include funds that unknowingly conflict with the values of your organization—such as investments in private prisons or fossil fuels.

We help organizations explore investment options that are aligned with their mission and values, using research-backed tools and a structured process to support sound retirement planning. You’ll walk away with a plan that reflects your purpose and resonates with your team.

There’s much to unpack on this assertion. We look forward to learning more about the mission of your organization and exploring how we can incorporate these values into a 403(b) plan investment menu that aligns with your employees' preferences and ensures sound retirement planning.