Mylestone in the Nonprofit Community
Mylestone Plans has established hundreds of retirement plans for members of the nonprofit community. Our mission has been to educate the nonprofit community at large about the various retirement plan options that are available to them. In addition, we offer individual financial planning services and advice to the employees of our nonprofit clients. As part of our overall service, our advice is given both during the time you are saving for retirement and when you are ready to retire.
Click here if you are a nonprofit employee and want to access your 403(b) retirement account.
Mylestone and the Center for Nonprofit Advancement
Since 1988, our firm has partnered with the Center for Nonprofit Advancement to exclusively provide a full array of retirement plan services and products to the nonprofit community. Solving problems and finding cost-effective solutions for a diverse collection of nonprofits requires us to stay on the cutting edge. We are dedicated to helping you design, establish and manage cost-effective retirement plans that help meet your employees' needs.
Socially Responsible Investments - We offer an array of investment options that address your social and environmental concerns. 
Asset Allocation Assistance - We are available to help employees understand the investment strategy that is appropriate for them. 
Effective Group Enrollment Meetings - Employees will receive one-on-one consultation with registered representatives not only when they first enroll, but on an ongoing basis. 
Account Information - Employees receive quarterly statements at their homes and can access their accounts and make changes via a toll-free number or the Internet. 
Pre-Retirement Planning - Nonprofit employees transitioning to full or partial retirement need special attention. We help them assess their financial readiness and structure a plan to meet their personal timetable.