60-61 / 499
A Better Choice for Participants and Their Districts
Financial Advisor, an 800# and Award-Winning Website
Financial Education
Ongoing at your District
Quarterly Workshops on optimizing PSRS/PEERS & Social Security Benefits
“Best in Class” Investment Options
Actively Managed, Index & Target Date Funds
Reviewed Quarterly for Performance vs. Benchmark (Since January 2010, 94% beat benchmark)
LOW Administrative and Investment Management Fees-Since January 2010
Admin Fees decreased 59%
Investment Management Fees have decreased in 91% of the funds
Flexible Options:
403(b) & 457(b): Roth & Traditional
Managed Accounts
Income Replacement (QLAC)
So…What Do You Get for $65?