By
Jeff Goodnow
•
Jun 30, 2019
The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as:
Restricted access for financial advisors
Limited or non-existent ability to deduct management fees
Inadequate systems for handling trades and reconciliations
Poor selection of mutual funds
The 403(b) market has come a long way since we started, and today the future is brighter for financial advisors who want to serve clients with these plans. By partnering with Potomac Fund Management, in the 403(b) market,financial advisors can add substantial assets to their practiceand help investors in need.
The guide to 403(b) success is presented in this infographic. Print it, pin it, share it, but whatever you do... use it and get started today.
We created a State by State Guide to the Best 403(b) Plans to help you navigate through this complex market. Our guide will assist you in focusing your efforts on established plans that could present rewarding opportunities for you while adding value to the services you provide to your existing clients.
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.
Potomac Fund Management ("Potomac") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. Potomac does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Potomac website or incorporated herein, and takes no responsibility for any of this information. The views of Potomac are subject to change and Potomac is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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