Union Public Schools 457 Plan

We believe it is essential that employees have access to a local Financial Advisor for their retirement planning, and that is why we are extremely excited to be working with Union Public Schools on the 457 Plan. In coordination with TIAA-CREF, we will assist Union employees with getting enrolled at an appropriate percentage, picking the investment options, and helping to assist you in feeling confident about your retirement goals.

In addition, we can provide you with a convenient, secure location for you to view all of your investments online. We can help you track spending, set a budget, and provide you with your complete financial picture in your own Personal Financial Website.

Enrollment is a Two Step Process. First, fill out the Union Salary Deferral agreement form below and fax back to the NBS Retirement group number at the bottom of the form. Second, click on the Union 457 Online Enrollment link to register with TIAA-CREF and to choose where you want your funds invested.

Feel free to call or email us if you have any questions on the investments or enrollment process, or if you would like to set up an appointment to review your personal retirement strategy.

 

 Carter Cowan                                              Judd Hatch

ccowan@northstarwm.com      jhatch@northstarwm.com

 

Union Salary Deferral Form

Union 457 Online Enrollment

Guide on How to Enroll Online

Directions to our Office

 

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