Marketing Pieces and TPA Lookup Tools
This page contains resources for marketing to school districts. Most documents are related to beginning a relationship with the appropriate decision makers at the school district. Participant communications are included.
Marketing / Introduction Email Templates
PLEASE NOTE: Sending mass solicitations can result in a school district removing an advisor or company from the ability to provide services to schools.
Email Template: School Principal
Use this template to create an introduction email to a school principal.
DownloadEmail Template: School Business Official
Use this template to create an introduction email to a School Business Official.
DownloadEmail Template: Third Party Administrator
Use this template to create an introduction email to a school's Third Party Administrator.
DownloadEmail Template: School Employee
Use this template to create an introduction email to school employees.
Company Specific Plan Search Resources
TPA and Investment Provider public plan lookup database tools. Use these tools to lookup data on 403(b) plans, plan forms, providers and more.
403(b) Specialist Advisor Websites and Newsletters
A collection of specialized 403(b) websites, all of whom have personalized newsletters sent by 403(b) advisors
PLEASE NOTE: Sending mass solicitations can result in a school district's removing an advisor from the ability to provide services to schools.
“We’re committed to providing the very best in financial planning for teachers and their families.”
We provide advisory services to K-12 employees to help them get the maximum benefit out of their 403(b) retirement plan. We’ve simplified the 403(b) investment process by partnering with the highest quality provider that don’t have conflicts of interest with your goals, so spend you can less time worrying about your retirement and more time doing what you love. WEBSITE