403(b) Retirement Plan Fiduciary Consortium

NCAIS schools have the opportunity to become a part of a cost-savings 403(b) retirement plan fiduciary consortium for TIAA schools to provide critical fiduciary oversight at a fraction of the price of individual school fiduciaries.  This program originated in South Carolina, bringing together independent schools and small private colleges.  Through NCAIS efforts, the consortium, managed by CBIZ Retirement Plan Services, has opened membership to NCAIS schools. CBIZ Retirement Plan Services are able to help consortium members achieve administrative efficiency, maintain compliance and help participant outcomes while reducing costs.  For more information, please contact John Shubert, Executive Vice President and National Director of Educational Consortium Services, CBIZ Retirement Plan Services, by phone at 407.377.2149 or via email at [email protected].