Posts tagged ‘higher education’

Building a 403(b) Business: Where the Opportunity Lies



In the retirement plan world, change equals opportunity for financial professionals, and change has been a constant among 403(b) plans since the Internal Revenue Service (IRS) passed significant regulations in 2007 (effective 2009). But the biggest opportunity for change right now lies in one key…

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6 Insights into Higher Education Retirement Plan Opportunities



With two daughters in college, I’ve come to appreciate that the three “R’s” continue into higher education. The traditional readin’, ‘rightin’, and ‘rithmatic, carry forward, but I’ve realized lately that a fourth “R” applies. Both my girls are in private colleges, and we’re…

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