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Park Bank - First In Lasting Relationships ®
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  1. Home
  2. Products & Services
  3. Investments & Insurance
  4. Nonprofit
  5. 403(b) Plans

403(b) Plans

with Park Financial Advisors

Offering competitive benefits goes a long way to attract quality employees and keep them engaged with your mission. Consider a 403(b), available to not-for-profit organizations that are tax exempt under IRS Code 501(c)3.  Employer-sponsored retirement plans are becoming more affordable for organizations of all sizes.

  • Allows the highest level of employee pre-tax contributions
  • Offers a range of employer contribution options
  • Provides an optional loan provision for employees
  • Fits well for nonprofits with 10 or more employees
  • Employees can roll over their 403(b) into a 401(k) of a new employer
  • Employees over 50 years of age with 15 years of service with the employer can increase their annual contribution by $3,000 over the standard set limit.

We can help you find the right plan design, chose between a 403(b) and 401(k), investment selections and communications to engage participants and help you manage your fiduciary risk.

Get in touch to learn more

John Hutchinson, AIF®
Vice President 
LPL Financial Advisor 
262.827.5123  JohnH@ParkBankOnline.com

Alan Barnes, CFP®, CLU®
Vice President 
LPL Financial Advisor 
414.270.3235  AlanB@ParkBankOnline.com

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Park Financial Advisors – Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Park Bank and Park Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Park Financial Advisors, and may also be employees of Park Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Park Bank or Park Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Disclosure: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Illinois, Arizona, Florida, Colorado, New Mexico.

Email is not a secure method of communication. Do not send personal information (e.g., Social Security number, account number, date of birth, etc.) in your message.

Park Bank - First In Lasting Relationships ®
414.466.8000
Find an ATM
  • Downtown Milwaukee

    330 East Kilbourn Ave
    Milwaukee, Wisconsin 53202
  • Downtown – Drive Thru

    302 East Wells St
    Milwaukee, Wisconsin 53202
  • Northwest Milwaukee

    7540 West Capitol Dr
    Milwaukee, Wisconsin 53216
  • Brookfield

    14870 West Greenfield Ave
    Brookfield, Wisconsin 53005

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Weekdays: 9:00 a.m. - 5:00 p.m.
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