- How it Works
- Platform Benefits
- System Features
- 403(b) Forum
- About Us
Whether you are a Third Party Administrator or a Investment Service Provider the EZ 403b platform can keep you electronically connected to and expand your opportunities within the 403(b) market.
To remain competitive in the emerging landscape of the 403(b) marketplace your TPA firm has to meet the needs of Plan Sponsors with a new solution that doesn't increase staffing costs.
EZ 403b provides your firm with an enhanced, feature rich, full service platform for you, your clients and the advisors/brokers you work with. Your firm continues to provide consulting, design, compliance administration and reporting. As your partner, EZ 403b provides and manages the online recordkeeping platform with access day or night, seven days a week for you and the parties associated with your plans.
Learn more about the platform features designed for TPAs in the System Features section of the site.
The challenge of having products and services that meet Plan Sponsors new responsibilities along with the sharing of information provisions in the new regulations doesn't have to drive you out of the market.
If your firm is a broker dealer, mutual fund company, annuity provider, or a trust company the EZ 403b platform has developed a program to keep you electronically involved. To learn more about how we can work with Investment Service Providers please Contact Us directly.