

Super 403(b) Plans

Super403bsm is designed to provide qualified employers, public schools and certain tax-exempt organizations, the ability to expand investment options available to their employees.  Typically, these options are limited to fixed annuities, variable annuities or multi-fund platform (WRAP Accounts) made up of a limited number of mutual funds but Super403bsm changes that by eliminating transaction charges on all funds and ETFs: Pelion provides a true open architecture platform with access to more than 7,000 mutual funds, all exchange traded funds (ETF’s), and independent investment advice.

Let's Talk

We would be happy to discuss how Pelion can help you.