It is never too late to plan.
No fee 403(b)7 retirement plans.
Prepare your organization for retirement.
403(b)7 Plan documents are written at no charge, saving money for your non-ERISA organization.
403(b)7 Administrator
We are happy to assist you.
EXECUTIVE DIRECTOR
Robin K. Bryant, TGPC
Executive Director, Retirement Plan Consultant
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
ASSISTANT
Joyce Sepulveda
Retirement Plan Associate
Joyce is fluent in English and Spanish. She assists Robin in providing 403(b) employer plan administration.
Biblically Responsible Retirement Plan
The Master’s Plan is a TPA—Third Party Administrator providing services to biblically responsible 403(b) plans for churches and other non-ERISA Christian schools and 501c3 ministries with under 100 participating employees (limited to Timothy Plan investments). There are NO ADMINISTRATIVE FEES. You only pay an annual custodial fee of $25/year which is paid to the custodian of the plan.
By exclusively investing in Timothy Plan investments, your Custodial Retirement Account will reflect the mission of your organization. Established in 1994, Timothy Plan pioneered Biblically Responsible Investing (“BRI”). For more information about BRI visit Timothy Plan.
After you enroll in your employer’s plan, you will need to open your account and complete a SALARY REDUCTION AGREEMENT. Start saving today for your goals of tomorrow.
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:
No Fee
Initial Setup
No Fee
Plan Document
No Fee
Service Agreement
No Fee
Summary Plan Document
No Fee
Resolution Agreement
No Fee
Monthly Payroll Monitoring
No Fee
Adoption Agreement
No Fee
Monitoring 402(g) limits
No Fee
Monitoring IRS catchup contributions