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TSA/403(b)
Specialized Services from
Donald J. Puff, Financial Advisors
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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.
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Back to TSA/403(b)
Index
I'd like more information!
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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.
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*Penalties may apply to withdrawals made prior to age 59
1/2 These rules are complex and contain many conditions and exceptions.
Therefore, it is suggested that you consult with a professional tax
advisor before you take a withdrawal from your retirement plan. You can
find more specific information on the tax treatment of payments from
qualified retirement plans in IRS Publication 575 and IRS Publication
590. These publications are available from your local IRS office or by
calling 1-800-TAX-FORM. |
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*
For more complete information about the securities offered, including
charges and expenses, contact GWN Securities and request a prospectus.
Read carefully before you invest or send any money.
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