We specialize in simplifying retirement plans for those in higher education, with a primary focus on TIAA. We are an independent entity that has experience navigating the complexities of the rules and restrictions of various contracts and plans.
Many professors and administrators are confused by the array of investment choices in their 403(b) and 457 plans, which are available only to employees of private nonprofits and government workers. Because they often don’t understand how much risk is suitable for them at different stages in their careers, they don’t know how to allocate their investments to avoid taking on more risk than is necessary or tolerable.
Financial planning for professors and administrators is highly specialized and complex. If you’re a professor or administrator with a 403(b) or 457 plan, you can be confident we have confronted your financial issues many times and have the experience to create a customized plan for you. Many professors will be employed by different universities over the course of their careers. A comprehensive financial plan needs to account for the difference in how these institutions permit retirement accounts to be managed.
We have successfully guided plan participants through the options available to them as they navigate to and through retirement from accumulation to income planning.
