Client Logins

A split-screen webpage with a login form on the left and a welcome message on the right. The left side has fields for username and password, a login button, and links for forgotten credentials and sign-up. The right side features a message about empowering financial professionals and a colorful design with green accents.

Equipt

Screen displaying Wealthscape Investor dashboard with account summaries, market data, and asset allocation charts.

Wealthscape

Screenshot of a personal finance dashboard from eMoney, displaying account balances, net worth, investments, and financial goals for Frank and Joanna Miller.

emoney login

Screenshot of a financial dashboard displaying account balances, net worth, and asset allocation with donut charts. The net worth is $84,500, and the total assets are $316,000.

Investment Provider XChange (IPX)

Login page for Aspire's InvestLink retirement plan account with username and password fields, Sign In button, and links for forgotten password or login, with Aspire and PCS Retirement logos at the top.

Aspire Financial

Screenshot of a login page titled ASPIRE, powered by PCS Retirement, with a username input box and a login button, and text about accessing retirement plan information.

Orion Portfolio Solutions

Contributions

Website homepage for a financial planning service by HUB and TCG, featuring a headline encouraging users to start creating a plan for their retirement or financial future with a blue 'Get Started' button.

TCG Services

Screenshot of Envoy plan services website, showing contact number, navigation menu with options for home, about us, services, client resource center, forms & tools, retirement research links, and contact. The page highlights Envoy as a complete retirement benefit plan resource with a background image of smiling people.

Envoy Plan SVC INC

Screenshot of US OMNI & TSACG Compliance Services website homepage with navigation menu, search bar, and a banner showing a group of four diverse professionals collaborating, with additional links for online tools and resources.

TSACG & US Omni

What is a 403(b) retirement plan?

A 403(b) is a retirement plan designed specifically for teachers, faculty, and nonprofit employees. It allows you to contribute a portion of your paycheck toward retirement on a tax-deferred or Roth basis, helping you build long-term savings directly from payroll.

But while the concept is simple, the way a 403(b) actually works — and how effective it is — depends on the choices you make along the way.

SPEAK WITH AN ADVISOR

  • For many educators, a 403(b) is a foundational part of retirement planning, but it shouldn’t exist in isolation.

    The right strategy depends on:

    • Your years of service

    • Pension benefits (if applicable)

    • Other retirement accounts

    • Tax considerations

    • Long-term income goals

    That’s where a personalized conversation matters.

  • This is where your money is invested and where fees, investment fund options, and long-term growth are determined.

  • You choose how much to contribute, and the money is deducted automatically through payroll. This amount can be changed anytime by you or your advisor.

  • The TPA approves and processes your salary reduction, ensuring everything follows IRS and district rules.