403(b) Distribution: The Faculty Break Room

It’s perplexing why school district personnel decided distributing retirement programs in the faculty break room was a good idea. These poor teachers get approximately 40 minutes to themselves. Maybe they enjoy adult time with colleagues, or quiet time away from excited children, or simply sitting down to collect their thoughts. The last thing they want to do? Fight for air space with financial sales professionals, armed with the latest engagement tactics. Disruptive marketing 101. It’s time to change the current 403(b) distribution process for K-12 employees, because the existing process is disruptive, unappreciated and fails to provide the environment necessary for successful retirement planning. #403(b) #403(b)(7)