403bwise is a 501(c)(3) nonprofit organization.

The K-12 403(b) is broken.
Together we can fix it.

Rating Challenges

We rate plans based on publicly available information. Here is an explanation of our rating system. If you believe our rating does not accurately reflect the quality of a plan, or you see an error in the data we have provided, please contact us at "ratings" at "403bwise.org" and provide the following applicable information:

  • Name (required)
  • Email  (required)
  • Affiliation with plan (required)
  • Errors and/or omissions
  • Each investment option with ticker symbol 
  • Expense ratio of each investment option
  • Asset based fees
  • Annual dollar based fee
  • Any revenue share rebates

Feel free to include comments. We will review material and be in touch. Thank you.