Setting up a 403(b)(9) plan sounds complicated. With Shorebird, it's a handful of decisions, a short setup period, and then we handle the rest.
From adoption to ongoing administration, Shorebird guides your church through every stage.
Answer a few key questions about how your plan should work — contributions, eligibility, fees.
We generate your plan document, open custody accounts, and prepare your admin portal.
Employees receive an invitation, choose their contributions and investments, and they're in.
Contributions flow each pay period. Shorebird tracks compliance, limits, and reporting.
Your church makes a handful of choices about how the plan should work. We walk you through each one in plain language — no legal jargon, no guesswork. Most churches finish in a single sitting.
Once your adoption agreement is complete, Shorebird takes it from there. We generate your plan document, coordinate custody account setup, and prepare your admin portal — all while keeping you informed at each step.
When the plan is ready, employees get an enrollment email. They create an account, set their contribution, pick investments, and designate a beneficiary — all in one flow, all online. No paperwork, no back-and-forth.
Once your plan is live, Shorebird runs the day-to-day. Contributions flow in each pay period, compliance is monitored automatically, and your admin dashboard gives you a clear view of everything — participants, balances, and anything that needs attention.
Set up a modern 403(b)(9) plan for your church. Lower fees, less paperwork, better retirement outcomes.
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