The 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.

TPA and Investment Provider School District Search Tools

Use these websites to find school districts associated with specific service providers

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

403(b) Compare

Every Public California school district's 403(b) information [this website often used for provider comparisons]

403b Compare

Other K-12 School District Search Tools

Use these tools to find school district contact info and other data

First time user? Quick start tips HERE.

School District Locator

Identify thousands of school district opportunities on a single map.

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.

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)

TPA Directory

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

State Retirement Directory

State public employee or teacher retirement system website.

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.

Other 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

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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