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Posts tagged ‘403(b)’

Retirement plan benchmarking: are your clients making the grade?



How does your (and/or your clients’) retirement plan stack up against the competition? Are you benchmarking the program on a regular basis to see how it compares to peers? This is a valuable service that financial professionals can provide to clients. Not only does it help them identify strengths…

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4 Surprising Results from the 2015 403(b) PSCA Survey



For father’s day this year, my daughters surprised me with a fishing trip. To improve our chance of success, we hired a captain for the outing. But, it’s not enough to know the captain is licensed – you need to make sure he/she knows the waters and has experience specific to the type of…

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