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Advisor Option

The NYSUT Member Benefits Corporation-endorsed Financial Counseling Program 403(b) Advisor Option includes the following benefits:

Two (2) toll-free phone consultations (with a total 90 minute limitation); toll-free access to a Stacey Braun Certified Financial Planner to discuss your 403(b) account. Appointments with planners can be scheduled before, during or after their normal toll-free hours of 8 a.m. to 6 p.m. (EST).

 


2 Easy Ways to Learn More & Enroll:


COST TO ENROLL
$100 for direct bill or $95 for payroll/pension deduction

1. Click here to print the Financial Counseling Program brochure, which includes the enrollment form.

2. Click here to apply online (please note that you must pay by credit card if you choose to apply online).



NEW TO 403(B)/457(B) ACCOUNTS

Discuss the following information with your Planner:

1. Assistance in Selecting a 403(b)/457(b) Program Provider -- Receive advice in choosing a 403(b)/457(b) retirement savings program provider available through your employer.

2. Investment Allocation -- Receive advice in selecting the investments offered by your new 403(b)/457(b) provider.

3. Fees -- Discuss fees associated with the investment provider and investment selections.

4. Contributions -- Discuss how to make contributions and contribution limits.



EXISTING 403(B)/457(B) ACCOUNTS
Discuss the following information with your Planner:

1. Review your 403(b)/457(b) Program Provider Selection -- Receive advice on your current 403(b)/457(b) provider. If needed, review other 403(b)/457(b) providers available through your employer.

2. Investment Allocation -- Discuss what allocation is appropriate for you and compare that to your current investment allocations. Receive advice on selecting investment options within your 403(b)/457(b) account and how to go about making changes if needed.

3. Fees -- Discuss fees associated with current investment provider and investment selections.

4. Contributions and Returns -- Discuss the contribution limits and review the investment returns of your current allocation.

Please note that website access, email helpdesk and in-person consultations are not included with the 403(b) Advisor Option.