The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors.
The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors.
Opportunity Awaits
University Faculty and Staff
Need Your Retirement Plan Advice
In-Plan Advice:
Give Advice Now, When it Counts!
Our Regional Consultants and service teams are experts who provide individual attention to you and your business at every stage.
What is 403b?
A 403(b) plan refers to a retirement account designed for certain employees of universities, hospitals, public schools and other tax-exempt organizations. Participants include university professors, faculty and staff, administrators, teachers, nurses, doctors, and librarians.
403(b) plan and 401(a) plans act just like a 401(k) plan, allowing participants to save for retirement through payroll deductions and tax benefits.
How does SBDA Work?
Before Self-Directed Brokerage Accounts were offered, participants of defined contribution group retirement plans 401(k)s, and 403(b)s were limited to a certain number of investment options to choose from in the "Core" part of the plan. These options are usually
either mutual funds, or annuities, and sometimes “target-date” funds that an employee can choose from based on their
expected retirement date.
For employees wanting a more personalized retirement solution, working with an advisor is optimal. TPFG, a pioneer of
specialized investments in this niche space, provides model solutions that fit perfectly within a self-directed brokerage
account.
Contact us today to understand how this opportunity benefits your clients....and you!
IMPORTANT DISCLOSURES:
Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”), a Registered Investment Adviser. The information in this document is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing.
Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. Fidelity Institutional AM® is a business name used by Fidelity Institutional Wealth Adviser LLC. BlackRock® is a registered mark of BlackRock, Inc. MFS® is a registered mark of MFS Investment Management. J.P. Morgan is a proprietary mark of J.P. Morgan Chase & Co. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Janus Henderson is a registered mark of Janus Henderson Group plc. Invesco is a registered mark of Invesco Ltd. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., Fidelity Institutional Wealth Adviser LLC, BlackRock Inc., MFS Investment Management, J.P. Morgan Chase & Co., Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, Meeder Investment Management, Janus Henderson Group plc, Invesco Ltd., or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by The Pacific Financial Group.
Model portfolios are constructed using PFG Funds, a series of mutual funds managed by TPFG’s affiliate, Pacific Financial Group, LLC (“PFG”). TPFG indirectly benefits from fees paid by the model portfolio participant if that individual is a shareholder in a PFG Fund. TPFG and affiliated entities have no affiliation with the group plan sponsor. For a description of all the services provided by TPFG, please visit www.tpfg.com.