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5892 Main Street, Williamsville, NY 14221, US

403(b) Plan

If you participate in a 403(b) plan, you can contribute a portion of your salary to a retirement account.

We have agreements with ASPIRE and Oppenheimer Funds to assist you in setting up and servicing a 403(b) account through your school’s plan.

You may be able to participate in your school’s 403(b) Retirement Plan program. Benefits of 403(b) plans include:

Your contributions are made to your 403(b) account BEFORE taxes are taken out.

As a result, your taxes are reduced.

$100 contribution

X 31% Marginal Tax Bracket

(25% federal, 6% NYS)

$31 per contribution withholding

$100 contribution

-$31 withholding decrease

$69 decrease in take home pay

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Each $100 contribution to your plan would only decrease your take-home pay by $69. This puts more money to work for you.

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”