Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
SERC "knits" together small and medium size school districts to create unprecedented scale
for pricing, oversight, and control in the 403b and 457 markets.
SERC plans include:
403(b), 457 (b) and 401(a)
Traditional, pretax and/or Roth contributions
Auto Enroll/Auto Increase option
Non-Certified Plans
Social Security Opt-Out Plans
Matching Employer Contribution Plans
Basic Employer Contribution Plans
Voluntary Contribution-Only Plans
Any public educational organization regardless of location can seek affiliation
It’s as easy as 1, 2, 3...
1.Sign the SERC participation agreement
2.Select your plan provisions
3.Restate your current plan documents onto the SERC Plan Documents
Remember:
·Participating employers are always in control of their plan(s) ·Our dedicated team will help you implement the plan(s) – typically 90 days ·As a member, you’ll have a voice in the governance of the plan(s)
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CPA is the AEPA agent for GA
Don't forget to check out what CPA and AEPA can do for your organization too!