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Next Steps:


We are looking forward to helping guide your team to the right platform, but we won't leave you hanging after that!

The next steps are to schedule a meeting with us so that we can get your team set up through Vanguard, our suggested 403(b)(9) platform technology. From there, we will be there with you every step of the way in the seamless enrollment process. We are excited to meet your whole team at the University Church of Christ and are eager to help participants in the enrollment process and getting online access to their accounts. 

Additionally, we are excited to offer all participants our financial planning tool called Right Capital. This tool can help us help you bring your financial assets into one big picture and help each individual with their entire financial picture if they choose.