• Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us
Alta Montclair TPA PortalAlta Montclair TPA Portal
  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us

Employers

Welcome 403(b) and 457(b) Plan Sponsors!

We designed this site to help you accomplish all your tasks with a couple of clicks:

  • Resources, documents, and forms for 403(b) & 457(b) plans are easily accessible via menu and right sidebar.
  • To view Reports and Transactions, to access SRA Forms and MAC Worksheets submitted by your employees, and to manage your profile, please login to your Plan Sponsor Online Portal.
  • To submit plan contributions data for common remitting services, please go directly to the Contributions Upload page.
  • If you would like to review Financial Companies (Vendors) that are approved for your 403(b) or 457(b) Plans, please go to the List of Participating Vendors.
  • For your login credentials, and to start participating in online data exchange program, please Submit Your Request to Plan Administrator.
  • With your questions, suggestions, and requests, please visit our Contact us page to submit your inquiry and we’ll get back to you as soon as possible.

Plan Sponsor Portal

If your district participates in electronic data exchange program, you can run Reports, manage your profile, and conveniently review submitted SRA Forms and MAC worksheets online.

Please click on the button below to login.

Login to Your Online Portal

Upload Contributions to TPA Portal

You can upload Employees Contribution data in one simple step via secure form to Alta Montclair Portal. Your Common Remitter and Plan Administrator will be notified immediately.

Please click on the button below to go to login page.

Login to Upload Contributions

  • 403(b) Plan Information

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  • 457(b) Plan Information

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  • Compare 403(b) and 457(b) Plans

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  • Contributions Guidelines

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  • Financial Hardship Distribution Rules

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Plan Administration and Compliance

We provide a plan document, monitor loans, hardships, eligibility and limits under sections 402(g) and 415. We process contributions and distributions, and monitor vendor performance to keep your plan and documents current.

Common Remittance

We work with your payroll department to streamline employees’ investment elections and payroll contributions to plan vendors, reducing employer’s current administrative burden and assuring speedy delivery of funds to all participating financial institutions.

Vendor Oversight

We review and approve all plan activity, including salary reduction agreements, loans, hardships and distributions to ensure everyone is on the same page. This ensures that the vendor conforms to your plan’s provisions and your investment requirements.

Forms & Templates

Financial Authorization Requests

Salary Reduction Agreement (SRA)

Maximum Allowable Contributions

403(b) & 457 Plans Resources

  • Contributions Guidelines
  • 403(b) Plan Information
  • 457(b) Plan Information
  • Compare 403(b) and 457(b) Plans
  • Financial Hardship Distribution Rules
  • Approved Financial Companies (Vendors)
  • IRS Publication 571
  • IRC 403(b) Tax-Sheltered Annuity Plans
  • IRC 457(b) Deferred Compensation Plans
  • California 403(b) Compare Site
  • California State Teacher’s Retirement System
  • California Public Employees Retirement System

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Contact Us

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403b/457b retirement Plan Administration (TPA) and Common Remitting Services. Comprehensive cloud-based Financial Technology Solutions and Services for Plan Sponsors/ Employers.

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We are different than the competiton

We provide 403b/457b Plan Administration (TPA) and Common Remitting services at NO Cost to Plan Sponsors.
More choices of financial companies for Plan Participants.
Customized and flexible Alta Montclair Portal experience for Employers, Vendors, and Financial Partners.
Data transparency, process automation, real-time reports.

Find out more

Alta Montclair Contact Info

  • Alta Montclair Corporation
  • 481 N Santa Cruz Ave, #185, Los Gatos, CA 95030
  • 866-641-8477
  • TPA: 408-371-9327; IT Support: 419-593-1349
  • tpa@altamontclair.com
  • https://altamontclair.org

EBSA Contact Info

  • Employee Benefits Services & Advisors, Inc.
  • 901 Campisi Way, Suite 240, Campbell, CA 95008
  • 408-978-1000
  • 408-371-9327 or 408-371-9364
  • info@ebenefitsservices.com
  • ebenefitsservices.com

© 2014 - 2025 — Alta Montclair. All Rights Reserved — Privacy Statement — Terms of Service

  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us