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403(b) Rescue

403(b) Rescue

Mountain Pass Planning offers a unique 403(b) Rescue designed specifically for public school employees who need guidance for their 403(b) plans. For no charge, we will review your current 403(b) plan, evaluate all of your options and make recommendations for maximum investment efficiency. This option also works well when combined with our holistic approach plan for full financial coverage.

Pricing:

If you decide to use our strategy, we will handle all the paperwork to switch it to a more effective platform and provide continuous 403(b) asset management at a cost of .75% per year.

Interactive Calculators