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403(b) Plans

Most school districts provide their teachers with a list of “approved providers” when they setup their 403(b) account. We can serve as investment advisor to those pre‐defined platforms. We assist you with evaluating the various investment platforms, assist you with setting up an asset allocation that meets your risk tolerance and time horizon, and we monitor the account on an on‐going basis. We do have a $25,000 minimum account balanced requirement for this service.


Our 403(b) platform for not‐for‐profit organizations mirrors our 401(k) solution from a services standpoint. While 403(b) plans have become very similar to 401(k) plans over the past few years due to regulatory changes, there are still key differences that provide 403(b) plans with advantages in certain areas over 401(k) plans. We encourage plan sponsors to speak with our advisory team before falling victim to the claim that many providers make that 401(k) and 403(b) plans are exactly the same.

 403B - Not For Profit

Welcome To Our Virtual Retirement Plan Services

For companies located outside of the Capital Region, we designed a virtual employer sponsored retirement plan platform that allows us to offer our clients:

  • Easy Plan Setup
  • Plans Consulting
  • Low Fees
  • Flexible Investments
  • No Call Centers
  • Employee Education (if applicable)
  • Retirement Planning
  • Video Conferencing For Review Meetings

Contact Us  . . .


All of our services start with a complimentary consult. We can assist you in determining which plan is the right fit for your company.

Schedule Yours Today

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Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.