The Independent Resource for 403(b) Retirement Plan Professionals

focused on Public Education K-12 Retirement Plans

New to 403(b) and 457(b)? Quick start tips HERE.

Experience the Tools

Public School District Search Tools

Use these links to public websites to search for information on school districts. These are some of the best free K-12 Public School District databases available and do NOT require 403(b) Portal registration.

PCS Aspire

Nationwide Search Tool of Aspire RECORD KEEPING plans

Aspire Plan Search

TSA Consulting Group

Nationwide search tool of ADMINISTERED plans

TSACG Plan Search

OMNI

Nationwide search tool of ADMINISTERED plans

OMNI Plan Search

Carruth Consulting

Nationwide search tool of ADMINISTERED plans [mostly Washington State and Oregon Plans]

Carruth Plan Search

403(b) Compare

Every Public California school district's 403(b) information

403b Compare

Advanced K-12 School District Search Tools

Use these tools to search for more advanced information on K-12 School Districts across the USA

First time user? Quick start tips HERE.

School District Locator

Identify thousands of school district opportunities on a single map.

Test the new BETA School District Locator tool HERE

Enrollment & Data Portal

A database of selected school districts including 403(b)/457(b) TPAs and enrollment links.

All US School Districts

A complete database of US Public School Districts including phone #, website and statistics.

TPA Directory

A directory of major K-12 plan administrators with contact and other info.

Top 500 School Districts

A database of the largest US Public School Districts. Includes phone numbers and more.

California Franklin Templeton Schools

Schools in CA where Franklin Templeton shows as approved.

K-12 403(b) Resources

Use these tools to search for information and organizations related to 403(b)

State Retirement Directory

State public employee or teacher retirement system website.

CITs in 403(b)

Understanding what may become a new investment option in 403(b).
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ASBO Directory

State Associations of School Business Officials (ASBO) information including websites, conferences and contacts.

Consortium Directory

A directory of state purchasing consortiums. These firms negotiate vendors and providers of benefits and other items.

Marketing and Proposal Tools

Marketing Library

Marketing email templates, how-to guides and tools to make advisors successful in K-12 403(b).

Competition Resources

RFP responses, consultant analysis' of large Public School K-12 403(b) Plans and a list of school districts who have successfully changed to single or limited provider.

Publications

Federal government and industry publications related to K-12 403(b) plans.

Public Online 403(b) Resources

403(b) Compare was created to help employees of California’s local school districts, community college districts or county offices of education make better-informed investment decisions.

403(b) Compare

Demystifying the 403(b) and advocating for better investment choices for K‑12 teachers since 2000. Includes a plan lookup and grading system. 

403(b) Wise

403(b) Wise Plan Information Lookup (K-12 plan provider lists and a grading system)

The American Retirement Association offers its 30,000+ members extensive educational opportunities, paired with a strong advocacy operation that puts us at the center of any legislative debate or policy discussion. 

usaretirement.org

What Others Say

“Mark's commitment to helping advisors succeed was a big benefit to our 403(b) business. During Mark's time working with us, it was clear he had a deep knowledge of the challenges facing public education employees saving for their future. Working with Mark, we were able to connect with more advisors, and then help them connect with more educators."
Pete, Tampa FL
"Mark is one of the most creative and results-driven people I've worked with. During our fifteen years working together, Mark showed a deep knowledge of public education retirement plan markets and the needs of financial advisors. Don't miss out on the opportunity to work with him."
David, Houston TX
“In just a few days that included some collaboration between us, Mark designed and delivered my business website. His process included securing my business domain name, building an elegant website, providing a custom email address and creating lead generation forms as well. I was promoting my website just days after we began sharing ideas.”
Greg, Cleveland OH

About the 403(b) Portal by MarkLuck Media

MarkLuck Media, founded by in 2017, provides marketing, sales and customer service solutions to asset management companies, retirement plan providers and financial advisors. 

Since 1992 our team has helped grow the businesses of dozens of firms and thousands of advisors. While we have a broad financial services background, our expertise makes the biggest impact delivering strategies and marketing solutions. Our experience and knowledge aligns well with those looking to grow their public sector 403(b) and 457(b) retirement plan business.

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Help us build your Portal

As we consider how to deliver you the best tools, we thought it best that we ask you.