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mikew031

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  1. Thanks for the feedback. Krow, I fortunately developed a good relationship with my BA and he was able to get Vanguard approved in my district for 403b options.
  2. Good Morning, I was hoping to get some feedback on the 403b options offered through my wife’s school district. I’m assuming the NEA option is best. Thanks! AXA Equitable https://us.axa.com/about-axa/ Contact - Dan Holdt (c. 908 - 296 - 4828) Great-West Financial https://www.greatwest.com/annuities/ (866) 467 - 7756 Lincoln National https://www.lfg.com/public/individual/manageyourretirementaccount/workplaceplan (877) 275 - 5462 AIG (Valic) https://www.valic.com (800) 448 - 2542 TD Ameritrade c/o Omega Capital Management LLC Contact - Gabriel Rosko (908 - 362 - 9799) NEA Retirement Program https://www.neamb.com/products/nea-retirement-program Contact – Eric Lindstrom (cell 201-704-2340 / office 732-475-0340) eric.lindstrom@abmmfinancial.com Lincoln Investment www.lincolninvestment.com Contact – James Burr (cell 201-636-1636 / office 800-627-0067) jburr@lincolninvestment.com
  3. Krow36, Thank you for the insight. It is greatly appreciated. While I do have Lincoln Investments as one of my options, I think I will stick with Security Benefit. While I'm not thrilled investing with Security Benefit, it seems to be my best option at this current time.
  4. Good Afternoon, First, I would like to thank everyone for the wealth of knowledge posted here. The amount of information presented on this website and forum with regards to 403b is second to none. As with many teachers, I too fell for the sales pitch of an AXA Equitable "Advisor" when I began my career 7 years ago. Until the beginning of last year, I was depositing a very small amount out of each paycheck into my AXA account. Through more research, I realized how much equity I was losing with my investments. I began looking into other options my school district offered and realized that there was only one viable option for my 403b, Security Benefit's NEA Direct Invest. A little background into the situation can be read here: https://www.bogleheads.org/forum/viewtopic.php?t=179734 The beginning of this school year, i began depositing into my NEA Direct Invest account. Through Direct Invest, I'm fortunate enough to have access to Vanguard Admiral shares VTSAX and VTIAX. As of now, I have only been making relatively small deposits for fear of hidden fees. Has anyone definitively found out if there are any hidden fees associated with NEA DirectInvest other than expense ratios and the $35 yearly fee? From reading this forum, I have gathered that Lincoln Investments now has a similar platform. Is this also a viable option? Opinions on which is better? Thanks, Mike
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