As the plan sponsor, CSI welcomes the opportunity to serve your school’s retirement needs. Your school’s next opportunity to enroll in the plan is October 1, 2021, which means we would need your paperwork submitted no later than June 30, 2021.

Benefits of Joining

Multiple Employer Plan

The CSI 403(b) Plan is a single program, multiple employer plan (MEP). The Plan’s design creates a powerful economy of scale with a single administrative structure and a very favorable negotiated fee structure.

Managed by National Service Provider Experts

TIAA, TAG Resources, and CBIZ Retirement Services have been selected to administer the Plan. These service providers will relieve schools of many of the responsibilities they would have with their own newly formed 403(b) or 401(k) plan.

Fewer Risks

Once a participating school’s money is contributed, TAG and CBIZ will be responsible for complying with a wide array of federal rules for retirement plans, so participating schools will not have to shoulder the same types of responsibilities they would have with their own, stand-alone 403(b) or 401(k) plan.

Ongoing Support from Service Providers

The Plan’s service providers (TIAA, TAG, and CBIZ) will provide a high level of service, including regular and comprehensive communications, participant education, and dedicated representatives to be available for questions and problem solving.

Low Fees

The total annual cost is $190 per participant for TIAA and TAG Resources to administer the Plan. When the total number of participants exceeds 1,500, the cost per participant will be reduced as more participants join.

Flexible Options

Despite the creation of a single program, the Plan will provide key areas of plan design flexibility, including employer contributions, vesting of employer money, and the availability of loans to participants.

Frequently Asked Questions

Our FAQ will help you evaluate if the Christian Schools International 403(b) Retirement Savings Plan is the right retirement plan for your school.

Read Our FAQ

Plan Resources

We have additional resources about our retirement plan to help guide your decision making.

View Resources

Recent CSI 403(b) Retirement Plan Webinars

Interested in past webinars CSI participating schools have attended once they have enrolled in the plan? These webinars include past onboarding training and meetings about the plan. For participating schools, check out any webinars you may have missed about the plan.

Top 8 Things to Know About the Christian Schools International 403(b) Retirement Savings Plan

This Zoom town hall meeting was facilitated by CSI on March 16, 2021 for participating member schools in the CSI 403(b) Retirement Savings Plan.

Members Only Resource
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Top 8 Things to Know About the Christian Schools International 403(b) Retirement Savings Plan

CSI 403(b) Plan Onboarding Webinar for January 2020 Enrollment

This onboarding webinar was facilitated by CSI for member schools who were enrolling in the Christian Schools International 403(b) Retirement Savings Plan starting in January 2020.

Members Only Resource
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CSI 403(b) Plan Onboarding Webinar for January 2020 Enrollment

CSI 403(b) Plan August 7, 2019 Onboarding Webinar for September 2020 Enrollment

This onboarding webinar on August 7, 2019 was facilitated by CSI for member schools who were enrolling in the Christian Schools International 403(b) Retirement Savings Plan starting in September 2019.

Members Only Resource
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CSI 403(b) Plan August 7, 2019 Onboarding Webinar for September 2020 Enrollment

Additional Questions or Ready to Join?

You may email , and we will respond within 24 hours on weekdays. We look forward to serving you.