Simplicity PlanScope360
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For K-12 Educators, Administrators & Staff

Retirement ready.
In ten minutes.

Start, change, or stop your 403(b) salary reduction in four guided steps. Completely paperless, fully secure, and reviewed by your plan administrator.

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Retirement ready in ten minutesSmall steps, lifelong rewardsYour future, simplifiedFrom decision to enrolledPaperless, secure, and guidedBuilt for K-12 educatorsContribute in confidenceStart, change, or stopRetirement ready in ten minutesSmall steps, lifelong rewardsYour future, simplifiedFrom decision to enrolledPaperless, secure, and guidedBuilt for K-12 educatorsContribute in confidenceStart, change, or stop
The Simplicity PlanScope360 Standard

From Decision To Enrolled

Three steps. That is all.

Less than ten minutes from start to finish. No cost to enroll. No paperwork to mail.

1

Set Up Your Account

Before enrolling, you will need to establish an account with one of the approved providers for your plan. If you have questions about which providers are approved, email [email protected] for assistance.

One account, then you are ready to enroll.
2

Complete The Guided Wizard

Four short steps with inline validation and smart defaults — your information is auto-saved as you go.

Fewer fields. Zero friction.
3

Submit and Confirm

Your Salary Reduction Agreement is reviewed and applied to your next eligible payroll cycle automatically.

Instant confirmation by email.
DN

“I began contributing twenty-five dollars per paycheck my first year in the classroom. Thirty-two years later, that small decision funded a retirement I am genuinely proud of.”

David Norman — National Board Certified Teacher, retired

Start Or Change Your Contribution

Ready when you are.

Complete your Salary Reduction Agreement in a few guided steps. Your submission is reviewed by your plan administrator and applied to your next eligible payroll cycle.