Financial Advisors Can Help 403(b) Participants!
(S1 E8)

by Jeff Goodnow | Aug 30, 2019 | 403(b) Resources, Podcasts

During this episode we discuss: Breaking the myths and misconceptions of the 403(b) plan participant market for advisors. Why 403(b) plan participants need more help than ever. The financial advisor opportunity in this market. We hope you enjoy and follow us on this...

Helping Investors Who Need the Most Help! [Infographic]

by Jeff Goodnow | Jun 30, 2019 | 403(b) Resources

The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as: Restricted access for financial advisors Limited or non-existent ability to deduct management fees Inadequate...

The 4 Steps to Adding AUM in the 403(b) Space

by Jeff Goodnow | Jun 24, 2019 | 403(b) Resources

Back in 2003, one of our independent financial advisors approached us to discuss our willingness to start managing money in the workplace retirement market, specifically 403(b) accounts at a large university. Our initial reaction was “Absolutely not!” The 403(b)...

A Trillion Dollar Opportunity for Financial Advisors

by Jeff Goodnow | Jun 10, 2019 | 403(b) Resources

It’s not very often an opportunity comes around where a financial advisor can make a tremendous difference in the lives of clients in need and add significant AUM to their book of business. The projected explosive growth of jobs in the healthcare and education sectors...

What Teachers Should Know About Retirement Planning

by Manish Khatta | Dec 19, 2018 | 403(b) Resources

It goes without saying that teachers play one of the most critical roles in American society as the primary individuals responsible, other than a young person’s parents, for helping to create the next generation of leaders and workers. But that weighty responsibility...

What is a 403(b) Account? (and how to make yours better)

by Manish Khatta | Sep 14, 2018 | 403(b) Resources

With our expertise in the 403(b) market, we know the best way to help you grow your business in this space – is to arm you with tools that will add real value. The following is guide designed to help your clients better understand and manage their 403(b)...