Universal Availability for District Employees
What is Universal Availability?
The "Universal Availability Rule" means that if an employer permits one employee to defer salary into a 403(b) plan,the employer must extend this offer to all employees of the organization.
What do you need to know
- Who is eligible to participate?
- When can I contribute to these plans?
- What are the current contribution limits?
- What investment providers are authorized under the district plan?
- What's the difference between 403(b), 457(b) and Roth plans?
DOCUMENTS: STRS / PERS Report
INCOME GAP
Your STATE PENSION may not match your salary. Do you have a GAP?
Request your income Retirement Gap Analysis today
7702 COMPARISON
Compare 7702 Benefits to 403(b) and 457(b)
Maximum TAX FREE Benefits Today
AUDIT REPORT
Receive an AUDIT REPORT of 403(b)/457(b) contributions.
Find out if you're achieving your goal
MORTGAGE
You may be eligible for thousands of dollars in funding assistance.
Find out how to qualify for CalHFA.
Your STATE PENSION may not match your salary. Do you have a GAP?
Request your income Retirement Gap Analysis today
Are you getting the best mortgage rate available.
Let us help you get the best mortgage rate
