Adviser Opportunities in Serving the K-12 Education Market
Jim Kiley of Security Benefit outlines the multiple opportunities available to retirement plan advisers with school district employees.
Tag: K-12 403(b) plans
Working With Financial Professionals Better Engages K-12 403(b) Participants
Educators who work with a financial professional exhibit more effective financial behaviors over time, have higher mean annual contributions, increase their contributions more frequently, and are more likely...
K-12 403(b) Plans Require Unique Recordkeeping Solutions
Because K-12 403(b) plans have mostly stuck with the multiple provider and individual annuity model, different providers must work together to make sure recordkeeping for these plans is...
Study Suggests Multiple Provider Model Best for K-12 403(b) Plan Participants
The research found 25% greater participation in plans with 15 or more investment providers compared to plans with only one provider, and account balances are, on average, 73%...