TSA/403(b)

Donald J. Puff, Financial Advisors and GWN are recognized for their knowledge in the TSA/403(b) marketplace. More and more educational and not-for-profit employers have been turning to GWN to service the retirement needs of their employees. Through Donald J. Puff, Financial Advisors and GWN, you can provide direct payroll deduction access for schools, colleges, hospitals, and nonprofit employers throughout the United States.

When it comes to servicing the TSA/403(b) retirement sector, GWN sets the standard, with state-of-the-art systems and client-driven administration. We can help you design the right turn-key operation for your educational and not-for-profit organizations, with payroll deduction and integrated billing and reconciliation services.

With Donald J. Puff, Financial Advisors and GWN, educational and nonprofit institutions are offered the variety of investment vehicles that their employees are looking for in retirement planning. Here are some other facts you should know about GWNs leadership in this market.

GWN is an acknowledged authority in providing Self-Directed 403(b)(7) Custodial Accounts. With our SDCA Program, you can choose mutual funds from a number of fund families and hold them in one account. GWN offers no-cost TEFRA loan provisions for your 403(b)(7) client accounts.

*GWN provides common remitter billing services to non-profit employers, for all investment options, whether these options are offered by GWN or not. At no cost to you, if you qualify.