Educators

There are about 3.7 million K-12 teachers in this country. When you add in post-secondary educators, the total number tops 5 million1. You help your students to dream big, but who's helping you dream about your future? 

You have too many options for your 403(b) and not enough information. You need help weighing the pros and cons of each. K-12 403(b) plans have been called the “wild west” of the retirement world due to the lack of adequate regulations2, compared to ERISA plans3, like the 401(k). To complicate matters, you wonder if your pension will be there when you need it. We can help you understand how all the pieces of your retirement puzzle fit together.   

 

 

 

 

 

 

Colin Murray is a dues-paying member of the following professional associations:

 

 

 

 

https://nces.ed.gov/programs/digest/d18/tables/dt18_105.40.asp?referrer=report

https://www.investmentnews.com/investigation-into-403b-costs-sales-could-be-an-a-for-teachers-2-170309

https://www.dol.gov/general/topic/health-plans/erisa