How We Serve
Individual Support
How We Serve
Comprehensive Services
Our individual support allows us to support you, even if you're not in one of our plans. This is a separate service for those not in our group plans.
At The 457 Plan Service Group, we empower public employees across New York with expert plan administration services, whether or not we currently manage your plan. Our goal is to provide comprehensive guidance and support, helping you navigate your 457 retirement options and optimize your financial strategy for a secure future.
If you’re not involved in one of the many plans we service, we believe in providing high-quality financial advice at competitive rates. No hidden fees and full transparency.
All plans include personalized advice, investment management, and ongoing support. Fees are billed quarterly. To fit your unique situation, we offer both financial planning and private client opportunities.
Holistic Approach
Receive customized financial advice to address unique needs and enhance your retirement readiness. This allows you to sit one-on-one and receive true support. 35+ years of experience with public service employees.
Transparent Fees
Assets from $0 to $1,000,000 are assessed a 1% fee.
Assets from $1,000,00 up are assessed a .9% fee.
Yearly financial plans start at $2000 and tier up based upon complexity.
Individual Help
Achieve peace of mind with a structured retirement plan that aligns with your lifestyle, income needs, tax situation, and future aspirations.
Our Process
Our Process: 01
Get to Know Us
A quick meeting to find out if working together makes sense. The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship.
We then share how we work with our clients on a plan level so you can leave this meeting knowing if we're the right fit.
- Share Your Situation & Goals
- One-on-One Meetings
- Strategy Overview
Our Process: 02
Collaboration
Two meetings to go over your financial situation, values, goals & finish gathering all necessary financial planning information.
- Developing A Strategy For You
- Risk Tolerance
- Investments
Our Process: 03
Implementation
We serve those who serve us. We understand that life is busy. It's easy to let important tasks slip through the cracks, which is why we relentlessly follow up & implement our plan that we have created together.
- Three Meetings Annually
- Formal Strategy
- Serving Those Who Serve Us