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School Retirement Plans 

We HATE seeing the truly poor retirement plans offered to many teachers! Unfortunately, most available through large firms today are pretty lousy when it comes down to it. As discussed in this New York Times Article, these plans come with high, hidden fees, poor investment choices, and confusing withdrawal rules. We've created a solution to change that changes all that and provides you with a better option to help your teachers save for retirement.

Low, transparent fees
  • Depending on plan size, all-in fees can be as low as ~1.00%
  • All fees are fully transparent - districts and teachers know how much they're paying in fees
  • Our fee structure can end up cutting plan fees in half compared to the large, traditional 403(b) vendors in most districts today
Expert guidance
  • All participants work with a CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • An Exceptional Life Financial is dedicated specifically to financial planning for teachers
  • We help coordinate 403(b), 401(a), & 457(b) plans with state pension benefits

Fiduciary Care
  • An Exceptional Life Financial is a fiduciary and proud to always put our clients' best interests first
  • We have the ability to serve as a plan's 3(21) or 3(38) fiduciary advisor
  • We are Fee-Only, do not sell any commissioned financial products

Easy Accessibility
  • Regularly scheduled on-site visits to each school and administrative building
  • In person and virtual meetings available for participants
  • State-of-the-art online portal and tools for all participants

Are you ready to provide your district with a better retirement plan? Contact us today and we'll help you build and implement a best in class retirement plan solution you can be proud to offer your teachers. 

Contact us - school retirement plans