# 403b Consultants
Source: https://planprovider.pro/provider/403b-consultants-retirement-plan-consultants

> Built around the 403(b) market, 403b Consultants (also known as Retirement Plan Consultants) runs a TPA and recordkeeping platform for employers that sponsor…

Retirement Plan Advisor

Norfolk, NE

## 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/](https://403bplan.net/financial-advisor/)

## Office Locations

- Norfolk, NE (Headquarters)

## Accreditations & Certifications

- AICPA Member

- Other

## Services Offered

- Plan Design Consulting

- Compliance Services

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $21.1B

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