The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as:
- Restricted access for financial advisors
- Limited or non-existent ability to deduct management fees
- Inadequate systems for handling trades and reconciliations
- Poor selection of mutual funds
The 403(b) market has come a long way since we started, and today the future is brighter for financial advisors who want to serve clients with these plans. By partnering with Potomac Fund Management, in the 403(b) market, financial advisors can add substantial assets to their practice and help investors in need.
The guide to 403(b) success is presented in this infographic. Print it, pin it, share it, but whatever you do... use it and get started today.