403b Consultants

About 403b Consultants

<p>Focused on the 403(b) market, this Nebraska-based advisor runs a TPA and recordkeeping platform for employers that sponsor 403(b) retirement plans. The firm is headquartered in Norfolk in northeast Nebraska and supports plan sponsors and advisors nationwide.</p> <p>403b Consultants, also known as Retirement Plan Consultants, operates as an alliance of CPA and advisory firms and works as an independent fiduciary. Services include plan design and ongoing 403(b) compliance work, plus fiduciary delegation through 3(21) co-fiduciary support and 3(38) discretionary investment management.</p> <p>The investment platform is set up for low-cost fund access with more than 25,000 mutual funds available, including institutional share classes and ETFs. The menu can include lineups from Dimensional Fund Advisors (DFA) and Vanguard. The team also offers one-on-one help with plan operations and sponsor questions, including support from CPAs on staff who hold the Personal Financial Specialist (PFS) designation.</p> <p>In 2026, the firm reported $21.1B in AUM. A key differentiator is a 403(b)-specific platform backed by CPA staffing, with both 3(21) and 3(38) fiduciary options.</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>TPA and recordkeeping with broad mutual fund and ETF access</li> </ul>

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