403b Plans

RETIREMENT PLANNING FOR EDUCATORS

We understand that as educators, you face unique financial concerns when it comes to your retirement. Our advisors have the knowledge and experience needed to help you address some of the main concerns we see educators face when it comes to retirement.

1. Understanding Your 403(b) Plan
2. Your Pensions Plan Benefits
3. Social Security Benefit Eligibility

A 403(b) gives you flexibility and control of your retirement savings. Most 403(b) plans allow you to change products within the plan that best match your risk profile. Have retirement savings from a former employer? Most plans allow you to move money from old employers’ retirement plans or IRAs into your 403(b), consolidating your savings into one place. Now might just be the perfect time to roll over your funds.

For most employers, to take advantage of employer matching contributions, you need to participate in their 403b plan. Please contact your employer or financial advisor to find out the specific rules for your employer plan.

School Districts

UNDERSTAND YOUR PLAN OPTIONS

Work with one of our advisors to understand your personal and business retirement plan options to create a strategy that fits your goals.

Deferred Compensation Plans:

- 401 (A)

- 457

Employer Plans:

- 401(k)

- 403(b)

- SEP IRA

- SIMPLE IRA

We will help you familiarize yourself with the different options available so that you can choose the retirement account that’s best for your unique situation.

Let EFS take care of you so you can take focus of the meaningful things in life.

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