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Your staff deserve a simple, high quality retirement plan.​
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I help you provide it.
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Too many schools and non-profits have retirement plans that don't meet the bar.

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Exorbitant costs.  No transparency. Confusing investments. No one to talk to.

 

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I help schools and non-profits give their staff the 403(b) or 401(k) they deserve.

COST

Costs vary depending on plan size & number of employees

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