Nonprofit New York’s EARN 403(b) Plan TM provides Equitable Access to Retirement for Nonprofits. This member benefit, offered in partnership with Mutual of America Financial Group, One Digital Investment Advisors and Group Plan Systems, leverages our community’s collective power to provide better value to plan participants. Key features include:
- Group Purchasing Power: Allows small organizations to gain purchasing power typically available only to large organizations.
- Community Pricing Model: Offers fee rates based on the EARN Plan's assets, benefiting workers at smaller nonprofit employers.
- Professional Fiduciaries: Employers are not sponsoring their own plan—they just plug into one, yet still retain flexible plan design choices.
- Employee Education: Provides continuous local customer support, one-on-one consultations, and tailored financial education for all employees.
- Nonprofit-Focused: Created by nonprofits to address the unique needs of the nonprofit community and help workers save for a dignified retirement.
Let Mutual of America and OneDigital help you understand what you have today and how it compares to the EARN 403(b) Plan through a benchmarking exercise that examines your fees, investments, fiduciary compliance structure, and services.
For more information, contact Brian Ross at [email protected] or Heidi Sidley at [email protected]