Welcome to ASBO International's 403(b) Model Plan

Empowering School Business Professionals with a Turnkey Retirement Solution

A turnkey solution that helps districts reduce risk, strengthen compliance, and ease administrative burden.

Why Choose ASBO International's 403(b) Model Plan?

  • Reduced administrative burden for school districts
  • Strengthened IRS and regulatory compliance oversight
  • Clear plan governance and standardized plan design
  • Broad provider choice for employees
  • Support from experienced third-party administrators

“For many school districts, a 403(b) model plan is not an optional add-on—it’s essential. These plans give educators and staff a structured, transparent way to build retirement savings through tax-advantaged contributions while helping districts reduce complexity and improve oversight. By streamlining plan design and vendor management, a model approach ensures employees have access to quality, cost-efficient options that support long-term financial security.”

— James Rowan, CAE, SFO
Executive Director, ASBO International

Key Features of the Model Plan

Core Investment Providers

Selected through a rigorous RFI process based on compliance, product features, and service standards.

Employer Delegation

Employers delegate their duties with ASBO's selected Third-Party Administrator, U.S. OMNI&TSACG Compliance Services.*

Comprehensive Plan Support

Includes plan document management, IRS audit support, investment provider selection, and participant support.

Enrollment and Participation

  Easy Setup: Quick and straightforward enrollment process.

  Universal Availability: Comply with IRS rules by allowing all eligible employees to contribute.

  24/7 Online Distribution System: Secure and fast processing of transactions.

Learn how the ASBO 403(b) Model Plan can support your district 

*U.S. OMNI&TSACG Compliance Services, a Partner Firm of Daybright Financial (formerly U.S. Retirement & Benefits Partners), was selected by ASBO International as the Third-Party Administrator (TPA) for the Model Plan. Their TPA business was purposely built to offer a range of retirement plan administration options while remaining completely independent.

 

Participating Partners