Did you sign up for your 403(b) before checking out all the various options?

Most people spend more time planning a vacation than they do planning for retirement.


If you work for a local school district, non-profit or a cooperative hospital service organization, you could have several options for the provider of your 403(b)-retirement plan. Unfortunately, most people don’t spend much time researching their options or know to look for which could be a costly mistake.

Some things to consider would be:

  • The fees, expenses, or penalties that are associated with the 403(b) provider and the investments these use
  • The difference between an annuity based 403(b) and a mutual fund based 403(b)
  • You can always change your provider if you’re not satisfied with your current one.
  • Use an advisor that is a fiduciary and can help you plan and manage your 403(b)

Just like we trust that our children’s education is in the right hands, shouldn’t you feel the same about your retirement?

Call or email us to set up a no cost, no obligation meeting to see if you’re on the right track for your retirement!

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