403(B)/457 Plan Services

Help employees save more for retirement with AmeriLife® Benefits Retirement Services

Are you looking to attract and retain top talent by offering an industry-leading 403(b) or 457(b) retirement plan?

AmeriLife Benefits can help.

 

Educational, non-profit, and governmental employees eligible to participate in a 403(b)/457 plan can:

  • Select from a broad selection of savings options from trusted financial institutions and a Registered Investment Adviser (RIA) to optimize portfolio diversification

  • Obtain help from program licensed advisers to better understand and select plan investments that best suit their risk tolerance and objectives

  • Use a single trading and account management platform that is easy to use, and backed by helpdesk agents ready to answer questions

  • Invest via a low-cost savings program that enables participants to put more of their contributions to work saving for retirement

Providing a higher caliber of 403b/457 savings and service support for employees, plus plan administrative services…

…all at no cost to Plan Sponsors.

More Savings Choices — all in one platform!  

Broad selection of quality mutual fund and other investment choices from well-known industry leaders

Professionally managed, risk-adjusted, investment portfolios — for employees who wish to rely on the services of a professional

Fixed indexed annuities (FIAs) from a leader issuer of FIAs in employer-sponsored plans

More Assistance for Employees

Personal guidance on plan choices and enrollment with the help of an Investment Adviser Representative (IAR)

An easy-to-use trading platform — available via smartphone, tablet, or computer — and year-round account management assistance 

A customized employee portal with educational tools and resources

More Assistance for Plan Sponsors 

Plan administration and compliance support from one of the nation’s largest independent service providers for retirement plans sponsored by public education employers

Plan development, maintenance, and reporting, administration of plan eligibility and contributions, on-site IRS audit assistance … and more

Plan sponsor portal to access data and tools to manage the plan

Helping employees build retirement savings with confidence.

Stay Connected
Headquarters

4551 W. 107th Street
Overland Park, KS 66207
(877) 523-0176
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Hammond Office

1201 Derek Drive
Hammond, LA 70403
(877) 365-2341
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Jackson Office

2935 N Highland Ave
Jackson, TN 38305
(877) 365-2341
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Clearwater Office

2650 McCormick Drive
Clearwater, FL 33759
(877) 523-0176
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Dallas Office

5 Cowboys Way, Suite 300
Frisco, TX 75034
(214) 315-5560
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Thank you for your interest

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