Our Process & Pricing

At 457 Plan Service Group, we specialize in helping municipal professionals maximize their 457(b) plans, pensions, and overall retirement strategies. Our process is designed to provide clarity, confidence, and a customized roadmap to financial success. From our first conversation to full implementation, we make the process simple, structured, and stress-free.

Our Process

This no-pressure call is designed to understand your unique situation, goals, and challenges. Whether you’re optimizing your 457(b), navigating your pension options, or planning for retirement, we’ll discuss how we can help and answer your questions.

In this collaborative meeting, we analyze your current financial standing, clarify your aspirations, and begin crafting a strategy tailored to your goals. Whether it’s understanding your pension benefits, tax-efficient withdrawal strategies, or aligning investments with your long-term vision, this session sets the foundation.

We’ll present a clear, actionable plan that integrates your 457(b), pension benefits, tax strategies, and investment allocation. You’ll leave with a structured path forward and a deep understanding of how each piece fits together to support your retirement goals.

This is where strategy turns into execution. We’ll help implement the plan, making adjustments as needed and connecting you with estate planning or tax professionals if necessary. Our goal is to ensure a seamless transition into your retirement strategy with confidence and clarity.

Our Pricing

For those involved in our group retirement plans, financial planning and guidance is included at zero extra cost.

Comprehensive Financial Plans

Our clients who have assets under administration do not pay additional financial planning fees. For those who are not advisory clients, we are able to consult for the following:

  • $750 annual fee
  • Half of the fee is collected upfront when the wealth plan agreement is signed
  • Remaining balance is collected when the plan is presented
  • Fee is waived for anyone who has assets under administration with the 457 Plan Service Group.
The Comprehensive Wealth Plan provides the client with the following:
  1. Retirement goal setting, pension, and social security analysis.
  2. Risk Management analysis and planning.
  3. Investment analysis. Allocation, funding, and account types to use.
  4. Other. This could include College planning, mortgage analysis, debt management, health insurance, etc.

Asset Management Fees

Assets between: $0 – $1,000,000 are assessed a 1.0% Advisory Fee.

Assets above: $1,000,000 are assessed a .9% Advisory Fee.

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