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Best source for unbiased 403(b) and TSA news and information. Despite predating the 401(k) by several decades, the 403(b) plan suffers a myriad of problems that adversely affect participants. All too often investment fees are too high and access to low-cost mutual funds is too limited. Follow the 403(b) reform movement. Teacher Dan Otter and Certified Financial Planner Scott Dauenhauer discuss...
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Annuity Investors Life is a member company of Great American Insurance Group, which is primarily engaged in property and casualty insurance and in the sales of fixed and indexed annuities. We are rated “A Excellent” for financial strength and operating performance by A.M. Best. The members of the Great American Insurance Group are subsidiaries of American Financial Group, Inc., based in...
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The Legend Group is an innovative leader in the retirement planning arena, backed by over 40 years of industry experience. Our success is the result of a continuing commitment to the people we serve — employees of educational institutions, hospitals and other not-for-profit organizations. Oregon...
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What MF Advisers – as THE 403(b) Firm – can do for you: If you are a participant in a 403(b) plan: MF Advisers will meet with you, discuss your. MF Advisers will meet with the decision-makers, discuss what works/what needs improvement, review the specifics of the plan, and recommend an ongoing...
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On July 23, 2007, the first comprehensive regulations in 43 years were issued. The regulations package reaches out beyond 403(b) to also provide guidance on 414(c) common control for certain tax-exempt organizations. The general effective date is for taxable years beginning after December 31,...
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For employees of public education, the foundation of their financial future starts with state pensions and benefits. Helping our clients have a thorough understanding of how to maximize the potential from these systems is one of our primary goals. Whether it's the beginning, middle, or culmination of your career, a proper analysis performed by one of our pension and financial specialists, helps...
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Governmental 401(a) plans - Working for the state, county, or the local government (including public education institutions)? How to guides - for enrolling, changing allocations, making withdrawals, and using many important features of your plan. Getting Started - Whatever your age, it's always a good time to save for retirement. Here's how to get started. 401(k) plans - Working for a...
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The Unpaid Army: Family Caregivers Face Challenges About 1 in 4 U.S. workers age 25 and older provide unpaid care for a loved one who has health problems or is disabled. The Talk You Need to Have Tips for a successful financial conversation even if you may have a difficult time talking about personal finances. The Tax Treatment of Travel Expenses Guidelines for business owners and self-employed...
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Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be...
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Was created to allow for busy educator's to have the chance to learn all about how My403coach.com can help you and give you 24 hour access to listen at your own leisure. I would have to say one of the most difficult areas we have seen when working with busy teachers is their schedules do not allow much freedom to attend our workshops. So that is the very reason you now have access to. Is all...
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Learn about the 403b vs 401k retirement plans, contribution limits, traditional IRA versus Roth IRA, hidden costs and more! To clarify the difference between 401k and IRA plans, for the sake of this discussion we will be talking about standard 401k plans and the Traditional IRA. A 401k plan and a Traditional IRA (often called an individual retirement account) are similar in many ways; however,...
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Your trusted retirement advisors, building lasting relationships with plan sponsors and plan participants while setting the highest standards of excellence. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which...
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Region 10 specializes in full-service plan administration and compliance. We’ll find the right plan for your school district or government organization. Information geared towards helping you find the right plans, contribution, and savings strategy. Financial calculators, tips, tools, news, and more. Region 10 ESC is one of twenty non-regulatory service centers established by Texas to provide...
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We help bring clarity to the often confusing world of investing. Our team's wealth of experience and perspective from the investment, financial planning, business, legal and banking professions give you a balanced, flexible approach to investing. We instill confidence in the investment process by supporting you with information that helps you take ownership of your financial security. It is all...
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As the largest educator-only pension fund in the world, our mission is securing the financial future and sustaining the trust of California’s educators. CalSTRS specializes in full-service plan administration and compliance. We’ll find the right plan for your school district or government organization. Information geared toward helping you find the right plans, contribution, and savings...
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Relevant Investments will alert you to changing market conditions, let you know when the market is “ripe” to balance your portfolio, and remind you when it’s. Choosing the right funds within your 401(k) Retirement Plan is the most critical and daunting task you face as a 401(k) investor. Instead of wading through the myriad of confusing fund choices then hoping you’ve made the right decisions...
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The LCMC Retirement Plan is not just for Pastors! All Church employees age 18 & older are eligible to participate. Reaching your retirement goals can take a lot of preparation. As a general rule, you will need 75-85 percent of your final working salary to maintain your lifestyle during retirement. Maybe you’re looking forward to spending more time with your family and friends, or maybe you hope...
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PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. With more than 25 years of experience in providing high quality consulting and reporting, PenServ understands that accessibility and responsiveness are critical in selecting a firm to administer retirement plans. We strive to provide...
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