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Important First Steps for School Districts

• Review current policies, contracts and management procedures for 403(b)s and other benefit programs

• Develop a list of all current benefit providers that details benefits, offered, fees charged and services provided

• Review compliance practices as they relate to the new 403(b) requirements

WELCOME WALL STREET JOURNAL READERS!

Chances are pretty good that if you stay healthy eat right and take care of yourself you’ll get to live a long healthy life. The Trusted Expert in our network want to remind you that with longevity comes an added responsibility to do things today to help you financially and emotionally prepare for that long life. This type of planning helps assure yourself that the rest of your life will be filled  

Whether you’re an individual or a company saving premium dollars is always a good idea only sometimes we don’t look as closely or care as much when times are financially less troubling than they are today. Ive been in the Insurance business for 32 years and it goes without saying that when the price of our homes and investments are increasing in value people are less inclined to go out of their ways to look for ways to save money on their Insurance expenditures. However as soon as we hit an  

Attention TEACHERS: As if you weren’t under enough pressure having the nation’s future in your hands, with the 403(b) plan, you are fast approaching a critical juncture regarding your own future- your financial future.

Are you aware that effective January 1st, 2009, all 403(b) plans will be