Rationale For Including External LinksThe 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 Calculators Consumer Education Links 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 Fund Information And Performance
Interesting Articles And Reports
Retirement Readiness Reports
Roth vs Traditional Comparisons
Socially Responsible Investing
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.
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Roth InformationCCC offers additional general information about Roth 403(b) investments. Learn More Exchanges & TransfersExchanges & Transfers require a number of prerequisites and CCC walks you through those steps. Learn More How to Choose an InvestmentCCC 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 CCCCarruth 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.
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