Have a 403 (b)?

Let's Take a Closer Look

Many employees in schools, nonprofits and other organizations have retirement savings through a 403(b). Understanding your investment options, fees, risk level and how your account fits into your overall retirement strategy can be difficult.

Pathway Partners can help you review your existing 403(b), understand how it's currently invested, and discuss the options that may be available to you. We'll do a full review of...

Current investment allocation and diversification
Available investment choices
Account and investment fees
Risk level and time horizon
Contribution strategy
How the account fits with other retirement savings
Available options for ongoing investment management

Request a 403 (b) Review

Let us help you understand your options so you can prepare and plan for your future.

Request My Review

Frequently Asked Questions

Can you help me choose investments in my 401(k) or 403(b)?

We can help you understand your available investment choices, risk considerations, diversification and how your workplace retirement account fits into your broader financial picture. The specific services available may depend on your plan and your relationship with Pathway Partners.

Can Pathway Partners manage my existing 403(b)?

In some employer-sponsored 403(b) plans, participants may have access to professional investment management through Pathway Partners Wealth Advisors. Availability depends on the specific plan and account. We can review your current 403(b) and explain the options available to you.

Do I have to move my 403(b) to work with you?

Not necessarily. Depending on your plan, advisory services may be available while your assets remain within your existing workplace retirement account. We'll first review the account and available options with you.

What if Pathway Partners isn't the advisor for my employer's plan?

You can still contact us to discuss your 403(b) or other workplace retirement account and learn about the services that may be available.

*Pathway Partners Foundations provides financial education, organization and guidance and is affiliated with Pathway Partners Wealth Advisors, LLC, an SEC-registered investment adviser. Investment advisory and investment management services are offered through Pathway Partners Wealth Advisors. Services and investment options vary by employer plan and individual circumstances. Registration with the SEC does not imply a certain level of skill or training.

Pathway Partners Foundations is an affiliate of Pathway Partners Wealth Advisors, LLC an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. All investments involve risk, including loss of principal.