Advisor Resources
Advisor ERP Member Benefits
Article Directory - Educators
Featured article of the month
New research published by the National Tax-Deferred Savings Association (NTSA) confirms that there is a connection between the number of options - and advisors - available to employees in public education 403(0 plans°nd participation and contribution rates In those plans.
What Our Clients Say:
Mrs. Roberta Como
Math Teacher
Mountain High School
I enjoyed the videos because they were short and explained things well. They made me think about my retirement. I was a stay at home mom for almost 20 years and just started teaching 4 years ago. One of the main reasons
I started working was to save for retirement. I enjoyed the video about the 457 versus the 403b. I contribute to the 457 due to my husbands doing and now I understand the difference better. Thank you again. The
videos are well done as I feel you genuinely care about helping us save for retirement and you are very knowledgeable.
Mrs. Kristen Dawson
2nd Grade Teacher
Desert Mountain Elementary
I enjoyed the videos because they were short and explained things well. They made me think about my retirement. I was a stay at home mom for almost 20 years and just started teaching4 years ago. One of the main reasons I started working was to save for retirement. I enjoyed the video about the 457 versus the 403b. I contribute to the 457 due to my husbands doing and now I understand the difference better. Thank you again. The videos are well done as I feel you genuinely care about helping us save for retirement and you are very knowledgeable.
Kim K Aranda
Financial Consultant
With the help of the Retirement Lesson Plan website, prospects, existing clients that have changed districts, lost contact information or just wanted to reach out have found a great tool to use and connect. Dr. Mark Adkins is fantastic at getting the request out to the appropriate hands in a very timely manner. Kudos for giving employees another tool to make things a bit easier for them!