403(b) Plans

The same proprietary process we use to create personal financial solutions also works for your Not-For-Profit organization's 403(b) plan. Once we’ve met with you to determine your organization's needs and objectives, we analyze the information to create a menu of investment choices for you and your employees:

  1. Allocate your own assets. Through our rigorous due-diligence and monitoring process, we select high quality investment choices for each asset class. 
  2. Choose Target-Date portfolios that are designed to match a specific retirement year and automatically become more conservative over time.
What Makes Us Different?
  • High Quality Investment Choices: identify investment managers with proven, long-term track records and reasonable expense ratios.
  • Plan Administration Guidance: customized consulting on the implementation and compliance of your plan.
  • Plan Participant Education: experienced retirement plan specialists that provide group and one-on-one guidance for your plan participants.
  • Reduce Your Liability: as a  Discretionary Trustee, we assume fiduciary responsibility for investment options, reducing your liability as Plan Sponsor. 
 

 

Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.