Advocate for the Participant ...
is EZ 403b's fundamental mission. We believe in working for the participant of today to help them reach the retirement benefit of tomorrow.
We are dedicated to creating the environment, tools and resources to help them realize their retirement goals.
Freedom to choose - Participants are accustomed to having the freedom to work with a wide range of investments and investment service providers. The new regulations shouldn't take that freedom away - and with EZ 403b you don't have to.
EZ 403b's built in mutual fund investment program 403(b) FundSource SM can give your participants' access to thousands of brand name mutual funds to build their retirement investment portfolio.
Participants can also appoint an independent authorized agent to their account to assist them with constructing a investment portfolio based on their particular needs or overall financial plan.
Furthermore, the platform will support any additional approved investment service providers via the (b)ridgeSM program.
The Plan Participant Gateway allows complete access to 403(b) account management and inquiry functions.
From here the participants can have on-the-spot access to:
> View account balances
> Review Plan provisions
> Making investment elections
> Calculate their Personal Rate of Return
> Search account activity
> Request loans & distributions
> Download Plan specific forms
> Research investment options
> Learn about retirement saving & investing
> Access planning calculators
> Generate statements on-demand
> Updated your salary deferral
> Contact the Help Desk
To learn more about the powerful capabilities of the platform visit the System Features section of the site.