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Tony raises a good point about making connections with folks at the vendors you hope to add. If your district isn't particularly willing/helpful about adding the vendors, this will definitely come in handy.

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Your comment about starting next week made me wonder if you realized that setting up an Aspire account is an online exercise and does not involve a conversation with Aspire? Their FAQ will answer most questions you might have. You can find the Application form and Contract at https://www.aspireonline.com/docs/default-source/form-library/403(b)(7)-application-and-agreement.pdf?sfvrsn=44

Be sure to choose the “self-direct” option and avoid the 0.6% fee of an advisor. You can choose any of the mutual funds on Vanguard’s list, but all you need is a Target Retirement fund, or the 3 basic total market funds (Total Stock Mkt Index, Total Int’l Stock Mkt Index and Total Bond Mkt Index).  https://www.aspireonline.com/plan-types/403(b)-plan/fund-search If you go with the 3 Fund Portfolio, ask here on the forum if you want to discuss the relative percentages.

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Krow

4 hours ago, Billy Ribs said:

Will be getting started on all this next week.

 Krow is good to remind you that Aspire is only a good enough choice if you self-direct your account into a low cost index fund vehicle. Otherwise its not all that great of a deal if you don't self direct and then  also purchase funds that are expensive like managed funds.

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