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A Better Choice for Participants and Their Districts
Improves retirement outcomes for Participants by:
Increasing flexibility with pre- and post-tax deferral options for both 403(b) and 457(b)
Enabling participants to buy time into PSRS/PEERS with no rollover fees
Providing participants
educational seminars & workshops
to help improve retirement
planning
Using
non-commissioned
, licensed Financial Advisors whose compensation is not
effected by a participant’s investment choice, and whose focus is helping participants
improve retirement outcomes, not selling products
Improving the bottom line for participants by striving to increase their retirement
balances to provide
higher income replacement
Providing Managed Accounts for participants who prefer having their assets managed
by a financial professional at a reduced fee
Providing a Qualified Longevity Income Annuity (QLAC) for participants needing
additional
guaranteed income
in retirement
Why the Trust is
“
A Better Choice”
It is a
“
Best in Class
”
model that…