How will this annuity product review help you? If you are an employee of a K-12 school district and you contribute to a 403 (b) retirement account, there is a good chance you may be invested in this annuity product or a similar annuity product (link) You may have been told that contributing …
Minisink Valley CSD 403(b) Plan Review
Before You Sign On The Dotted Line, Do Your Homework A 403(b) plan can be an excellent way to save money for retirement. It can serve as a supplement to your NYSTRS pension plan. But choosing the right 403(b) retirement plan can be overwhelming especially if you work in a school district. In this article, …
An Independent Review of the Investment Provider Xchange (IPX) 403(b) Platform
Dear Reader, If you are like many school district employees, there is a good chance you are using a 403(b) plan as a supplement to your pension to build a healthier retirement. Many of you probably signed up with a sales rep or agent that came to visit your school offering you their proprietary investment …
Brighthouse Annuity Review
This is an independent review of the Brighthouse Universal Annuity Contract, a popular 403(b) annuity product. If you work in K-12 public schools and participate in a 403(b), there is a good chance you might have been sold this annuity. If you are wondering what fees you may be paying, what investment options you have …
The 403b and 457 Plan Comparison for Public School Employees
As a public school employee, pension plans are an important component of retirement planning. However, your pension alone may not provide enough retirement income to support your desired future lifestyle. Fortunately, there are additional options available to help you achieve your retirement savings objectives. Contributing to 403b and/or 457 plan offered by your school district …
An Independent Review of the MetLife Preference Plus® Annuity
This is an independent review of a popular 403(b) MetLife annuity product. If you work in K-12 school and participate in a 403(b), there is a good chance you might have been sold the MetLife Preference Plus® Account Variable Deferred and Income Annuity Contracts. If you own this MetLife annuity and want an independent, objective …
An Independent Review of Confidential Planning 403(b) Retirement Plan Platform
Dear Reader, This is a detailed review of Confidential Planning, a lesser known 403(b) retirement plan provider. If you work in a K -12 school district with a 403(b) option, especially in the Tri-State area, there is a chance you have access to Confidential Planning on your district’s 403(b) provider list. We suggest reading 403b …
Understanding the OMNI 403b P3 Plan Providers
In this post we aim to provide objective, trustworthy information about OMNI® and their 403(b) P3 Providers. As of this publish date, there are 35 providers available for school districts to add to their retirement plans. Who is OMNI? OMNI® is a Third-Party Administrator (TPA) of 403(b) plans. They work with school districts to help …
Warwick Valley CSD 403(b) Plan Review
Before You Sign On The Dotted Line, Do Your Homework A 403(b) plan can be an excellent way to save money for retirement. It can serve as a supplement to your NYSTRS pension plan. But choosing the right 403(b) retirement plan can be overwhelming especially if you work in a school district. In this article, …
An Independent Review of Aspire Financial 403(b) retirement plan platform
Dear Reader, If you are like many school district employees, there is a good chance you are using a 403(b) plan as a supplement to your pension in order to build a healthier retirement. This is a detailed review of Aspire Financial, a lesser known 403(b) retirement plan provider. If you work in a K-12 …