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The 403b and 457 Plan Comparison for Public School Employees

403b-vs-457-comparison

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 …

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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 …

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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 …

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Understanding the OMNI 403b P3 Plan Providers

omni 403b preferred provider program

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 …

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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, …

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How to Select a Suitable 403b Vendor

choose 403b

Teachers have a lot going on. On top of their all-encompassing job, many have families, children and other personal obligations that they must juggle along with everyday activities and tasks around the home. So, when it comes to choosing a 403b vendor to work with, many teachers choose blindly, simply following the course that their …

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4 Questions Teachers Should Ask a Financial Advisor

Both public and private school teachers have special financial considerations that a high-quality financial advisor should address and incorporate into a financial plan for their clients. But is this happening? Below are 4 questions that teachers should ask when they are choosing a financial advisor. 1. Are you a fiduciary? What are your certifications? Your …

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Monroe-Woodbury CSD 403(b) Plan Review

Monroe-Woodbury 403b 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, …

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