General Information

Rationale For Including External Links

The links in this section have been reviewed by CCC and determined to be helpful resources for understanding retirement planning and investments. Contact us if you find additional useful websites that you would recommend adding to the list:

Consumer Education Links

• ASBO International 403(b) Retirement Plan Web Resource Center
• IRS Retirement Plans Navigator Website: Video Mini-Course on 403(b) Plans for Participants
• IRS Retirement Plans Navigator Website: General 403(b) Plan Information
• 403bCompare (California)
• 403bCompare (California) Vendor Information
• 403bwise
• BenefitsLink

Retirement Readiness

• Retirement Readiness for Retirees and Near-Retirees This excellent website addresses in great detail issues faced by, and opportunities available to, individuals near retirement or already retired.
• RetirementWORKS, Inc. Monthly eNewsletter Archives These newsletters provide timely information related to the Retirement Readiness website described above.

Links to the Helpful Employee Resources websites of those Vendors that have provided URLs for such websites:

• ACME Test
• Alger Family of Funds
• American Century
• American Fidelity
• American Funds
• ASPire
• ING (ILIAC)
• Lincoln Financial Group
• Mainstay Funds
• MassMutual
• T. Rowe Price
• Thrivent
• VALIC
• Waddell & Reed

Financial Advice Links

• Financial Engines

Fund Information And Performance

• Morningstar
• ValueLine

Interesting Articles And Reports

• 403bwise Twitter Page with numerous current Article Links

Roth vs Traditional Comparisons

• CNNMoney.com Article (01-10-2008)
• Corbel Comparison of Traditional and Roth 403(b)

Socially Responsible Investing

• Socially Responsible Investing Facts
• Social Funds Comparisons
• Good Money's Search Engine
• Social Investment Forum
• GreenMoney Journal

403(b) & 457(b) Comparisons

• IRS Retirement Plans Navigator Website: Plan Comparison Table
• Employee Benefits Legal Resource Site

Calculators

• Worried About Outliving Your Money?
• Can You Trust Retirement Calculators?
• Five Big Flaws Of Retirement Calculators, And How To Fix Them
• What Are The Best Retirement Calculators?
• AARP Retirement Calculator
• CNN Money Retirement Planner
• Financial Industry Regulatory Authority (FINRA) Retirement Calculator
• MSN Money Retirement Calculator
• Charles Schwab Retirement Calculator
• Smart Money Retirement Calculator
• T. Rowe Price Retirement Calculator

IRS Pages Addressing Contribution Limits

• IRS 403(b) Limit Information
• IRS 457(b) Limit Information

General FAQ Links

It hardly seems necessary to reinvent the wheel, when so many excellent FAQ sites are available on the web. The following have been reviewed by CCC and found to be comprehensive and accurate.

• 403bwise This FAQ list is quite rich in extent and content.
• 403bwise (Spanish) From 403bwise: Frequently Asked Questions About 403(b) Programs, in Spanish
• IRS Publication 571 Not surprisingly, this Internal Revenue Service Publication is of more interest to plan sponsors (employers) than participants (employees), but provides a wealth of information on the most common questions concerning contribution limits.

Roth Information

CCC offers additional general information about Roth 403(b) investments. Learn More

Exchanges & Transfers

Exchanges & Transfers require a number of prerequisites and CCC walks you through those steps. Learn More

How to Choose an Investment

CCC provides tips on choosing an investment. Learn More

What If I Need Financial Advice?

Click on this link for information about the financial advisor industry and helpful suggestions about how to locate one or more qualified, professional, and licensed financial advisors that meet your needs. Learn More

About Carruth Compliance Consulting, Inc.

Meet our Carruth Compliance Consulting staff. Learn More

References

Feel free to contact any of the officials listed in our references for evaluations of the quality and value of services provided by Carruth Compliance Consulting, Inc. Learn More

Contact CCC

Carruth Compliance Consulting, Inc. (CCC) would be happy to hear from you. Please contact us if you have any questions about the services we provide, about CCC consultant-client relationships, or about the content of this website.