Everwise Investment Services
403(b) For School Employees
On your final day of work, say hello to new adventures and opportunities.
The key to a satisfying retirement is to start saving early. That way, when you wrap up your career, you can switch from shaping young minds to shaping an exciting future.
Even if your school district offers a pension plan, it might not provide you with enough to live the way you want in retirement. At Everwise Investment Services, we offer educators access to 403(b) plans that can help supplement your pension, savings, and other income. These accounts are similar to private-sector 401(k) plans, both in their tax advantages and range of investment options.
The ABCs of retirement plan benefits
- A 403(b) is an excellent savings vehicle that can help supplement your pension or other sources of retirement income.
- Invest in different funds just like you can with other employer-sponsored retirement plans.
- Taxes on investment income are deferred until you make withdrawals.
- You can fund a 403(b) through regular contributions that fit into your monthly budget. Get started by meeting with an Everwise Investment Services representative.
Already have a 403(b) Plan?
If your employer's 403(b) plan is managed by us, use the links on this page to manage your account online.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS.