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PlanGuide is dedicated to helping independent schools with educating their employees on retirement plans. We visit your school and meet with employees one-on-one to ensure they receive the advice they need. Our mission is to provide your staff with the knowledge and tools to maximize their current retirement plans through recordkeepers like TIAA. For schools without a retirement plan, we can curate one based on your needs. Unlike commission-based advisors, we provide unbiased advice and support. We conduct individual and group meetings, assist with enrollment, and are present during open enrollment and benefit fairs, ensuring meaningful financial outcomes for your staff.
