WISD 457 Program
Albin Campbell - AB Campbell & Associates
A Message from Albin Campbell.
As a WISD employee you have several options of saving for your future retirement. Michigan’s Office of Retirement Services (ORS) provides options in addition to the WISD sponsored 403(b) and 457 programs. You have the ability to utilize all programs for your personal benefit.
Security Benefit’s Advisor Mutual Fund Program is the WISD sponsored 457 plan. Below are key features of the Security Benefit offering. Contact me for an in-person conversation to review all the retirement planning options to help you reach the retirement you deserve.
I look forward to our conversations, Albin Campbell.
Target Dated Funds
Often considered a “Set it and Forget it” approach.
Mutual Funds for IRA - SEP/Simple IRA - 403(b)(7) Fact Sheet
Individual Mutual Funds
Over 140 funds, no proprietary funds, over 31 investment managers, representing all asset classes to build your own portfolio. Morningstar 4-&-5 star fund information by asset class is provided.
Portfolios Created by Mesirow
Mesirow Financial Services established in 1937, employee owned, headquartered in Chicago, offices worldwide with $215 billion of assets under management.
Examples of their portfolios are provided.
Vanguard Passive Asset Allocation Portfolio
Target Portfolios by Mesirow Financial
Fees & Commisisions
Download the Advisor Mutual Fund fact sheet to learn about fund fees, portfolio fees, administrative charges and commissions.
SB-10027-68 | 2023-02-02
Neither Security Benefit Corporation nor its affiliates are fiduciaries. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.
The Mesirow Financial Investment Strategies Group is a division of Mesirow Financial Investment Management Inc. The information provided herein is for informational purposes only and should not be construed as a recommendation to purchase or sell any particular security or investment vehicle(s) offered by Mesirow Financial Investment Management, Inc. (MFIM) or affiliates of MFIM. The information contained herein has been obtained form sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Other Mesirow Financial affiliates may receive fees for selling or advising on the purchase or sale of products mentioned herein. Additionally, Mesirow Financial affiliates may also receive fees paid by manufacturers or distributors of said products in connection to other professional services provided by the applicable Mesirow Financial affiliate. The sale or advice provided is in no way related or contingent upon the payment received for these other services. It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Mesirow Financial does not provide legal or tax advice. Investment advisory services provided through Mesirow Financial Investment Management, Inc., a SEC-registered investment advisor. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2 of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2020, Mesirow Financial Holdings, Inc. All rights reserved.
Services are offered through Security Distributors a subsidiary of Security Benefit Corporation (Security Benefit). All securities brokerage services are performed exclusively by the local sales representative’s broker/dealer. Security Benefit is not affiliated with Mesirow or Morningstar.
Commissions - How do I get paid?
Only two (2) options exist, options 3 & 4. Materials with details are provided.
In closing, Security Benefit materials are very transparent with regard to the details of their 457 program.
Maybe the most important benefit of my offering is your ability to have a conversation with me as we determine how to use your resources.
I look forward to our conversations.
457 Deferred Comp Info - Information from the locked site page
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1819 S. Wagner Road
Ann Arbor, MI 48103
(734) 994-8100 ext. 1402
Executive Director, HR & Legal Services
1819 S. Wagner Road
Ann Arbor, MI 48103
(734) 994-8100 ext. 1311