As a TPA specializing in the 403(b) market, ADMIN Partners believes that school districts in the public education space should be provided with the best resources on retirement education. Having assistance with retirement plan administration allows school staff to make the best decisions for their financial futures. With this in mind, we want to share with you a program offered through the National Tax-deferred Association (NTSA) which allows financial advisors servicing 403(b) public education plans to teach a Retirement Education Program to plan participants.
The NTSA has developed a certificate program that will allow financial advisors to become a Certified Retirement Education Specialist (CRES). This label qualifies advisors to address the important retirement planning considerations of public employees.
To learn more about the CRES program and how it can benefit your district’s plan, check out our blog (here) and contact ADMIN directly by phone at 877-484-4400 or via email at Contact@youradminpartners.com.