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403(b) Plans

A 403(b) plan is a special tax-advantaged retirement plan designed exclusively for employees of the following types of organizations:
  • Hospitals and health care organizations
  • Charitable foundations
  • Scientific and research organizations
  • Churches and other religious organizations
  • Educational institutions

There are two general types of 403(b) plans – tax sheltered annuities (TSAs) issued by an insurer, and custodial accounts, invested exclusively in mutual funds. Either type of 403(b) plan allows participants to make pretax contributions to a separate retirement annuity or custodial account set up in their individual names. Earnings in these accounts grow tax-deferred.


For more information on establishing a 403(b) plan, visit wellsfargo.com.
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778

Next Steps

Our PlanSelector tool will help you define your objectives and identify which types of retirement plans best meet your goals.

For more information on the plans we offer, contact our Investment Specialists at 1-800-359-3379, or request an application kit today.

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