Top 403(b) Plan Administrators & Recordkeepers

Find experienced 403(b) plan administrators specializing in nonprofit, educational, and governmental retirement plans. Compare TPAs and recordkeepers to find the right partner for your plan.

Browse 37 providers in this category.

Provider ranking

  1. BPAS

    Plan Administrator

    Utica, NY

    Stats: 3,478 clients • $110.0B under management • 348K participants

    Company: Est. 1991 • 172 employees

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  2. Alight Solutions

    Plan Administrator • Pro Score 2.4

    Chicago, IL

    Stats: 2,000 clients • $600.0B under management • 117.0M participants

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  3. Americas Best 401k

    Plan Administrator • Pro Score 3.1

    Scottsdale, AZ

    Credentials: RIA - Registered Investment Advisor

    Stats: 2,000 clients • $1M under management • 40.0M participants

    Pricing: $133 base fee • $5/employee

    Company: Est. 2012 • 49 employees

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  4. Sentinel Group

    Plan Administrator

    Wakefield, MA

    Stats: 1,900 clients • $13.0B under management • 260K participants

    Company: Est. 1987 • 260 employees

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  5. Milliman

    Plan Administrator

    Seattle, WA

    Stats: 1,463 clients • $140.5B under management • 2.0M participants

    Company: Est. 1947 • 3,500 employees

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  6. Charles Schwab & Co., Inc.

    Plan Administrator • Pro Score 2.1

    Westlake, TX

    Stats: 1,179 clients • $341.7B under management • 1.6M participants

    Company: Est. 1971 • 4,200 employees

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  7. NWPS

    Plan Administrator

    Seattle, WA

    Stats: 997 clients • $56.6B under management • 360K participants

    Company: 120 employees

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  8. ForUsAll

    Plan Administrator

    San Carlos, CA

    Stats: 500 clients • $1 under management • 80K participants

    Pricing: $120 base fee • $6/employee

    Company: Est. 2012 • 58 employees

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  9. TIAA

    Plan Administrator • Pro Score 1.9

    New York, NY

    Stats: $600.0B under management

    Company: Est. 1918

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  10. Transamerica

    Plan Administrator • Pro Score 2.5

    Cedar Rapids, IA

    Stats: $416.0B under management

    Company: Est. 1946

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Find the Best 403(b) Retirement Plan Providers

A 403(b) retirement plan (also known as a tax-sheltered annuity or TSA plan) is a powerful tool for saving for retirement, especially if you work in certain public service or non-profit sectors. If you are an employee of a public school, college, university, church, or a tax-exempt charitable organization under IRC Section 501(c)(3), you likely have access to a 403(b) plan. These plans are similar to 401(k) plans offered in the private sector but are specifically designed for non-profit and educational employees.

Understanding your 403(b) options is crucial for maximizing your retirement savings. These plans allow employees to contribute money directly from their paycheck, often on a pre-tax basis, allowing your savings to grow tax-deferred until withdrawal in retirement. Many employers may also contribute to your account, which is essentially free money to help you reach your financial goals sooner.

What Makes a 403(b) Plan Valuable?

The primary advantage of a 403(b) is its tax-advantaged status. Contributions reduce your current taxable income, and your investments compound over time without being taxed annually. Furthermore, 403(b) plans offer high contribution limits. For 2025, employees under age 50 can generally contribute up to $23,500 of their salary, with higher catch-up limits available for those aged 50 and older and for certain long-term employees.

Another benefit is the flexibility some plans offer, including optional loans and hardship distributions, although these should be considered carefully as they can impact your long-term retirement security. When choosing or evaluating your plan, it is essential to look at the investment options, which typically include mutual funds and annuities, and the administrative costs, which can vary significantly between providers.

Choosing the Right 403(b) Provider

The provider manages the plan and offers the specific investment products available to you. Since investment options are typically limited to those chosen by your employer, it’s important to see if your plan offers competitive options and reasonable fees. When evaluating providers, consider factors such as: fee structure, the variety and quality of investment choices (like low-cost index funds), and overall customer service.

If your employer offers access to multiple providers, take the time to compare their offerings, especially focusing on expense ratios for investments. A slight difference in fees can translate into tens of thousands of dollars lost over the course of your career. Investing in a 403(b) plan is one of the most effective steps you can take toward securing a comfortable financial future, making the choice of provider and investment crucial for success.

We encourage you to explore the specifics of each provider's offerings available through your employer to make the most informed decision about your retirement savings strategy.

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