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:

403(b) & 457(b) Comparisons

• 403(b) and 457 Retirement Plans (IRS)
• Employee Benefits Legal Resource Site

Calculators

• MortgageLoan.com

Consumer Education Links

• 403(b) and 457 Retirement Plans (IRS)
• 403bCompare (California)
• 403bwise
• BenefitsLink

Employee Information

• Beaverton School District Brochure - This is an excellent brochure with lots of good information about 403(b) and 457(b) plans. Of course, the investment options listed apply *only* to the Beaverton School District plans.

Financial Advice Links

• Financial Engines

Fund Information And Performance

• Morningstar
• ValueLine

Interesting Articles And Reports

• Financial Education and Retirement Savings

Retirement Readiness Reports

• RetirementWORKS, Inc. Monthly eNewsletter Archives - These excellent newsletters address issues faced by, and opportunities available to, individuals near retirement or already retired.

Roth vs Traditional Comparisons

• CNNMoney.com Article (01-10-2008)

Socially Responsible Investing

• Socially Responsible Investing Facts
• Social Funds Comparisons
• Good Money's Search Engine
• Social Investment Forum
• Socially Responsible Financial Services Directory
• GreenMoney Journal (Summer 2008 Issue)

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 Not surprisingly, this Internal Revenue Service FAQ list is of more interest to plan sponsors (employers) and vendors than it is to employees or participants. The focus is on compliance issues.
• mPower Cafe Notice that the FAQ categories for General, Taxes, Eligibility, Distributions, Loans, Contributions, and Investments are nicely presented in the table on the upper right.

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.