Client Name
Insert Client Name
Website
www.website.com
Year
2020
Categories
Health, Technology
What Happened?
Insert summary here.
403B RETIREMENT
To have the same lifestyle in retirement as you do while working,
you need to fill that gap.
Putting money away now will give you another pot of money you can pull from when you retire.
403B RETIREMENT BENEFITS
Why participate in a 403(b)?
Pre-tax contributions reduce Taxable Income
Convenient Payroll Reduction
Better Prepare Yourself for Retirement
What is 403 b?
Designed for educational nonprofit community
Pre-tax designed for Retirement
Withdrawal after age 59 1/2 (otherwise 10% penalty)
How much can I contribute?
100% of Includible compensation or
$18,500 annually
$21,000 for 15 years service catch-up.
How do I start?
Contact us; we are one of your investment providers
We provide the Salary Reduction Agreement
It gets submitted to your Administrator
Contact:
Address
omniversefinancial@horacemann.com | 1-508-835-3738