Retirement Support for Your School District Employees

Clear, accessible guidance for the staff who support your students

Supporting the educators, administrators, and staff who support our communities
Navigating retirement options can feel overwhelming; especially for school district employees juggling student needs, multiple vendors, and unclear information.

The Retirement Clarityβ„’ Hub provides simple explanations, stress-free guidance, and supportive conversations so staff members can confidently prepare for their future.

FAQ #1 - What Do School District Staff Receive?

Your staff receives:

  • Clear explanations of 403(b) and 457(b) options

  • Plan comparisons in plain language

  • Retirement timelines and personalized next steps

  • Guidance on contribution amounts and payroll setup

  • Support understanding rollovers and consolidations

  • Stress-reducing clarity for teachers, paraprofessionals, administrators, and support staff

Everything is explained calmly, with the goal of helping each employee feel safe and supported in their decisions.

FAQ #2 - How Does the Retirement Clarityβ„’ Session Work?

Each staff member receives a private, supportive session designed to clarify:

  • Which retirement plan they currently have

  • How much they’re contributing

  • Whether they’re on track for retirement

  • What adjustments could strengthen their future income

  • How to reduce confusion, fear, or frustration around retirement decisions

No pressure. No sales pitch.
Just clarity, confidence, and calm decision-making.

FAQ #3 - Why Districts Choose This Support

School districts trust this approach because it provides:

  • Stress relief for overwhelmed employees

  • Consistent support throughout the year

  • Clear guidance that aligns with district retirement vendors

  • No disruption to workday operations

  • Compliance-friendly, education-based sessions

  • Support for all levels (teachers, administrators, paraprofessionals, nurses, custodial staff, transportation, and more)

This service reduces confusion and empowers staff to make confident retirement decisions.

FAQ #4 - What Topics Are Covered?

Staff members can receive support with:

  • 403(b) and 457(b) plan questions

  • Pension understanding and retirement timelines

  • Tax-deferred vs. Roth contributions

  • Vendor selection

  • Consolidating old accounts

  • Rollover guidance

  • Increasing contributions

  • Understanding financial wellness basics

  • Planning income for retirement years

Everything is delivered with patience, clarity, and compassion.

FAQ #5 - How Can Districts Share This With Staff?

Staff Districts can distribute the link through:

  • Staff newsletters

  • HR announcements

  • School leadership team emails

  • Union representatives

  • Professional development days

  • Teacher onboarding packets

  • Staff wellness programs

A simple β€œRetirement Clarityβ„’ Session” link allows employees to schedule when they’re ready.

FAQ #6 β€” How Do We Book a District Information Session?

Bring calm, clarity, and confidence to your district’s retirement experience.
Your staff deserves support that matches the level of care they give your students.

VIEW STAFF SUPPORT OPTIONS