403b Consultants

About 403b Consultants

<p>Built around the 403(b) market, 403b Consultants (also known as Retirement Plan Consultants) runs a TPA and recordkeeping platform for employers that sponsor 403(b) retirement plans. The firm is headquartered in Norfolk in northeast Nebraska and works with plan sponsors and advisors across the U.S.</p> <p>403b Consultants operates as an alliance of CPA and advisory firms and works as an independent fiduciary. It offers both 3(21) fiduciary services (co-fiduciary guidance) and 3(38) fiduciary services (investment manager discretion), along with plan design and ongoing compliance work tied to 403(b) requirements.</p> <p>The firm’s investment platform is built for low-cost fund access, with more than 25,000 mutual funds available, including institutional shares and ETFs. Options include lineups from Dimensional Fund Advisors (DFA) and Vanguard. Day-to-day support includes one-on-one help for plan needs and operational questions, with CPAs on staff who hold the Personal Financial Specialist (PFS) designation.</p> <p>In 2026, the firm reported $21.1B in AUM. A practical differentiator is the combination of CPA staffing and a 403(b)-specific platform that also supports fiduciary delegation under 3(21) or 3(38).</p> <ul> <li>403(b) plan design and setup support</li> <li>Compliance testing and operational administration</li> <li>3(21) fiduciary guidance (<a href="/plan-advisors">plan advisors</a>)</li> <li>3(38) investment manager services</li> <li>Recordkeeping with broad mutual fund and ETF access</li> </ul>

Website: https://403bplan.net/financial-advisor/