403(b) Plan Info

For financial advisors serving teachers, administrators and support staff in public K-12 education. Let's fix #403b, #fix403b

[403(b) Plan Info @403bnews]

The resistance to change amongst many legacy 403(b) providers remains as strong as ever.

[403(b) Plan Info @403bnews]

.@BlackRock highlighting working with "main street" including educators, specifically in this ad. Wonder if they see opportunity in the complexity of payroll deduct 403(b)? Do they have the resources to change the game that's been played so long? https://t.co/uODp5KC2gp

[403(b) Plan Info @403bnews]

The future of long term, tax-advantaged savings is beginning to point more favorably towards the HSA. Better tax benefits than 4xx(x) plans, and the HRA is money you will need and use throughout your life, either for proactive or reactive healthcare needs.

[403(b) Plan Info @403bnews]

A great example of how to incentivize a user into selecting the choice you want them to, without using $ as an incentive. Use big scary words and force tons to read in the "less preferred" option, which happens to be the one with less revenue for the form creator.

[403(b) Plan Info @403bnews]

403bwise's @teachretirerich and @meridianwealth have released a batch of "A rated" school districts, aka those whom they rank high for their 403(b)/supplemental retirement plan provider choices. https://t.co/Dl0KqKZR7i

[403(b) Plan Info @403bnews]

One of the most impactful retirement expenses is maintenance of your health. Consider doing two things:

1) Make efforts to be healthy now, for life. Eat well and stay active.
2) Plan for annual medical expenses, regardless of your level of health.

https://t.co/Y8MkJslb1w

[403(b) Plan Info @403bnews]

There will come a day where groups like @Onrampinvest, savvy advisors, and the 403(b) world will collide into a venn diagram.

[403(b) Plan Info @403bnews]

Opportunity often comes from unexpected places.

[403(b) Plan Info @403bnews]

It's coming. Slowly and perhaps thoughtfully, but it's coming. https://t.co/Q1q39RSTBf

[403(b) Plan Info @403bnews]

It is not surprising that ETFs are beginning to eclipse mutual funds. https://t.co/Lh8jZfWMWz

[403(b) Plan Info @403bnews]

Hey retirement industry...you can run but you can't hide. Couresy the state of venture capital report from @CBinsights. If you are still selling what you were selling 5 years ago + doing it the same way, the days are numbered. Watch for new solutions and easier ways to transact.

[403(b) Plan Info @403bnews]

78 page RFPs are just one part of what's broken about regulatory oversight. This SEC RFP is related to better understanding and regulating DEPs (digital engagement practices). Perhaps short for "Robinhood is too easy for investors, and therefore unsafe"??? https://t.co/WXPdqvjmjK

[403(b) Plan Info @403bnews]

Teacher pension plans can be very complicated. Which one is easiest to understand?

[403(b) Plan Info @403bnews]

I can buy $50,000 of bitcoin in less than 10 minutes online yet it takes me 20 minutes to sign up for my 403(b) retirement plan on paper. Why is this still a thing?

[403(b) Plan Info @403bnews]

So many veteran advisors just are not seeing that they must create a digital first image. This is especially true in parts of finserv where paper is still used to "enroll" and service clients (yes, that still exists). @twentyoverten #markluckmedia

[403(b) Plan Info @403bnews]

Student loans are a topic we are likely to see addressed in retirement and other legislation this year. Practical tips regardless…

[403(b) Plan Info @403bnews]

Investment diversification has a whole new meaning after the past two years. Millennials coming of age, crypto, SPAC, rolling fund, direct listing, real estate, NFT, meme stocks...all changing the landscape. No more simply stocks-bonds-cash, all you financial pros.

[403(b) Plan Info @403bnews]

@Kate_Holmes Nice digital/creator skills! Good luck with your business and unique approach.

[403(b) Plan Info @403bnews]

This is next-level marketing. Kudos @Kate_Holmes https://t.co/X9voTjmb1k

[NTSA403B @NTSA403B]

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