Most school districts provide their teachers with a list of “approved providers” when they setup their 403(b) account. We can serve as investment advisor to those pre‐defined platforms. We assist you with evaluating the various investment platforms, assist you with setting up an asset allocation that meets your risk tolerance and time horizon, and we monitor the account on an on‐going basis. We do have a $25,000 minimum account balanced requirement for this service.
Our 403(b) platform for not‐for‐profit organizations mirrors our 401(k) solution from a services standpoint. While 403(b) plans have become very similar to 401(k) plans over the past few years due to regulatory changes, there are still key differences that provide 403(b) plans with advantages in certain areas over 401(k) plans. We encourage plan sponsors to speak with our advisory team before falling victim to the claim that many providers make that 401(k) and 403(b) plans are exactly the same.
Welcome To Our Virtual Retirement Plan Services
For companies located outside of the Capital Region, we designed a virtual employer sponsored retirement plan platform that allows us to offer our clients:
- Easy Plan Setup
- Plans Consulting
- Low Fees
- Flexible Investments
- No Call Centers
- Employee Education (if applicable)
- Retirement Planning
- Video Conferencing For Review Meetings