Whether you are just starting a 403(b) or your 403(b) account has been impacted by the recent reduction of vendors in the Racine Unified School district we can assist. Join us for a brief presentation from 4:30-5:00 to learn about the changes, followed by an open house Q&A from 5:00-6:00 pm, where we will provide hands on assistance with your 403(b) account.
We will:
> Explain the vendor changes and options.
> Provide assistance opening a 403(b).
> Provide guidance on how to choose a vendor and fees associated with each.
> Provide assistance with moving your account (PLEASE BRING THE MOST RECENT STATEMENT WITH YOUR CURRENT VENDOR).
> Help you understand the investment options available to you.
> Explain how to complete the Salary Reduction Agreement (SRA).
Space is limited so register early!
Have questions but can't attend the meeting? Set up a virtual consultation with John Anderson here:
https://calendly.com/jwandersonwea
Presented by Ben Sloma and John Anderson, WEA Member Benefits
Also check out other Meetups in Racine, Nonprofit events in Racine.
