TSA/403b/457/403(b) Church Plan

DJPuff Advisors Group, Inc. and GWN Securities, Inc. are recognized for their knowledge in the TSA/403(b)/457/403(b) Church Plan marketplace, providing state-of-the art systems and client-driven administration.

DJPuff Advisors Group, Inc. employs a client centered approach to retirement planning.  The  frame work outlines the process of wealth accumulation, retirement income, asset preservation and transfer.  That coupled with ease of access is essential to our basic strategy.

DJPuff Advisors Group, Inc. offers specialized services for organizations and individuals that/who qualify to contribute to plans established under IRS Code Section 403(b)/457/403(b) Church Plans.

Some of our TSA/403(b)/457 services include:

·         Written Plan and Plan Administration

·         Direct Payroll Deduction to Common Remitter

·         Unified Custodial Account

·         Contribution Increases/Decreases

·         Custom Designed Investment Portfolio Management

If you would like to learn more about the TSA/403(b)/457403(b) Church Plan services available through DJPuff Advisors Group, Inc., call our office today! 

DJPuff Advisors Group, Inc. offers specialized services for organizations and individuals that/who qualify to contribute to plans established under IRS Code Section 403(b). 

 

The services include/but are not limited to:

 

P Written Plan and Plan Administration. 

P Direct payroll deduction to Common Remitter. 

P Unified Custodial Account – CountyBank administered by GWN Marketing. 

P Access to thousands of Mutual Funds offered by more than 125 distinct companies for contributions and transfers (ex: Fidelity, American Funds, Invesco, Principal, T. Rowe Price, Federated, Putnam, Goldman Sacks, Blackrock, Dreyfus, Franklin, etc.) 

P No load, Load Waived & No Deferred Sales Charges. 

P Negotiated Fee. 

P Zero Net cost participant loans[i]

P Investment Advisory Services from Nationally recognized Independent Registered Investment Advisory Firms.

P Custom designed Investment Portfolio Management.



[i] Loans are only available if a loan provision is part of the Employers Plan.

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