• 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
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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

New Plan Sponsor Onboarding

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

This private page is dedicated to collecting basic information from Employers who would like to start new 403b/457b Retirements Plans or to amend existing ones.

  • Please fill out the form below and click on Submit button.
  • We will review your submission, generate appropriate plan documents and get back to you with the next steps required to initiate new plan for your Employer.
  • To submit initial information on the employees participating in your 403(b) or 457(b) plans, please download Employees Onboarding Template Contributions Template. Upload completed form via our secure page after you receive credentials from your plan administrator.
  • Feel free to explore the site and to find answers to some common questions about 403b/457b Retirement Plans.
  • 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.

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