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Educating the Educators

MRM & Associates conducts "educational orientations" to help school employees understand and utilize the 403(b) effectively.  We keep you abreast of updates and changes to the program.  Our benefit specialists have software that can help you better understand how your 403 (b) will work in conjunction with your state retirement benefits.  The software also has a section for a comprehensive paycheck analysis, to better maximize every retirement dollar.  In addition to this our software will make sure that you are not over contributing to your 403 (b) and stay within the IRS guidelines.

California License #OC28846