Paul Prete
By Paul Prete 3/22/2022
The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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By Paul Prete 5/6/2021
Editor’s Note: This is the second of a two-part series. Part 1 is available here.
What is the best choice: 403(b) or 457(b)?
The simple answer is both. The 403(b) and 457(b) are excellent plans to accumulate money for retirement, but we should help participants understand the differences....
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By Paul Prete 4/28/2021
Editor’s Note: This is Part I of a two-part series.
There isn’t a week that goes by without an advisor commenting to me how the K-12 403(b) market has changed in the last few years. That transformation has only accelerated as a result of the COVID-19 pandemic. For years, far too many school...
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By Paul Prete 3/2/2021
The progress that has been made over the last 10 years with participation in the 403(b) market can be attributable to two factors: school districts willingness to provide additional opportunities for the education of their employees and the advisor community’s creativeness in marketing.
The level...
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