Wise Information for Higher Ed Employees

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Education
Advocacy

Employer Information

New regulations that went into full effect on January 1, 2010 have greatly increased employer involvement in public 403(b) plans. Wise employers realize the new regulations shift power from the financial industry and to the employer. Consult our information and resources to help use this power to craft a plan that is not only in compliance, but offers quality, reasonably priced products worthy of your most vital asset: your employees.

Higher Ed Stories

A Professor Teaches
and Retires Rich

After a satisfying teaching career, Jonathan retired to a financially and intrinsically rich retirement.