It is never too late to plan.

No fee 403(b)7 retirement plans.

Grandfather reading to granddaughter about The Masters Plan
THE SIMPLE WAY

Prepare your organization for retirement.

403(b)7 Plan documents are written at no charge, saving money for your non-ERISA organization.

START THE PROCESS

Employer

In this non-ERISA plan, an employer's only involvement in the plan is compliance activities.

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REQUEST PLAN AS AN OPTION

Employee

The employee chooses the investments and controls the deferral amount , following the determination of eligibility, the withdrawal of funds.

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New Plan

Starting a plan is easier than you think.

Transfer Plan

Transfer your existing plan to our no-fee, morally responsible 403(b)7.

Contribute to Plan

Set aside money for your future today.

OUR TEAM

403(b)7 Administrator

We are happy to assist you.

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Robin K. Bryant, TGPC

Robin's diverse work experience in the retirement industry, devotion to the Lord, and formal education in business and certification as a Tax Exempt & Governmental Plan Administrator have paved the path to leadership at The Master’s Plan.

She has been with The Master’s Plan since it was started in 2018 and has played a key role in its growth and development.

Licenses held: Series 6, & 63

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Joyce Sepulveda

Joyce is fluent in English and Spanish. She assists Robin in providing 403(b) employer plan administration.

3 REASONS TO START YOUR

Biblically Responsible Retirement Plan

THE BENEFITS OF OUR SERVICE

403(b)7 Administration

The Master’s Plan will work with the employer to help set up the 403(b) plan for their organization.

The Master’s Plan is a biblically responsible administrator of 403(b) plans. All participant money is invested in the Timothy Plan family of mutual funds, which maintains a rigorous filtering process. The filtering process is designed to ensure that the securities (stocks/bonds/etc.) in which the funds invest are not offered by companies that support or endorse activities that would promote activities that are contrary to traditional, biblical values.

Complimentary Services:


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    Initial Setup
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    Plan Document
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    Service Agreement
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    Summary Plan Document
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    Resolution Agreement
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    Monthly Payroll Monitoring
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    Adoption Agreement
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    Monitoring 402(g) limits
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    Monitoring IRS catchup contributions
403(b)7 FACILITATOR

Timothy Partners, Ltd.

  • 1055 Maitland Center Commons, Suite 100
  • Maitland, FL 32751
  • Call: (877) 634-2279
LEARN MORE