UNIVERSITY AND HOSPITAL RETIREMENT PLANS

TIAA-CREF, 401(a), 403(b), 457

These types of plans, along with public school, church employee and other tax exempt entity retirement plans, need planning advice along with other investments. We charge half our usual fee for managing these plans.

 
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WOLVERINES, SPARTANS, EAGLES ... ALL COLLEGE CRITTERS NEED ADVICE TOO!

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ST. JOSEPH MERCY, MICHIGAN MEDICINE, PUBLIC SCHOOLS AND CHUIRCHES

We’ve had the pleasure of working with a lot of great university employees over the past three decades so we’re very familiar with the retirement plan options at the University of Michigan, Eastern Michigan and Michigan State.  We’re able to manage your 401(a), 403(b), 457 and other retirement plans whether they are held at TIAA or Fidelity.

We have relationships with both TIAA and Fidelity that allow us to proactively manage your assets held there and we can even deduct our fee from these accounts on a pre-tax basis.

The University of Michigan annual employee benefit enrollment period is coming up soon!  See our Employee Benefit Roadmap for guidance on maximizing your benefit options.

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