Plan Design Options
Four different plan design options are available for your school to choose from.
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Tools for your decision making
Plan Investment Fund Lineup
This document shares important information about the retirement plan’s investment lineup and expense ratios.
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Plan Comparison Chart
Review different plan proposals you receive with our Plan Comparison Chart.
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Plan Comparison Review
A school reached out to us about a 403(b) plan proposal they received from another plan provider, and we provided a Plan Comparison Review, which compares the cost of participating in our plan.
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CSI 403(b) Plan Resources from Service Providers
We have included some resources our service providers created that feature information on retirement plan advice, participant education, and more.
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