December 17, 2024
The 403(b)/457(b) Plan Opportunities Tool Is Back and Better Than Ever
Find prospects in your area plus unlock bonus comp potential when you unlock a new or dormant plan.
National Life is relaunching an enhanced 403(b)/457(b) Plan Opportunities Tool to enable you to look up plans by state, city, county, zip code, or specific district name to determine if National Life is currently an approved provider within the plan OR if it is new plan opportunity that you can unlock!
To access the tool, log into the Agent Portal. Under Sales & Marketing > Retirement Business > 403(b)/457(b) Plan Opportunities. Use this step-by-step guide for help accessing and navigating the tool.
Once you have identified an opportunity, start helping educators save today!
Not sure where to start?
The National Center for Education Statistics (NCES) provides detailed information on every school district and individual school in the country. NCES provides district and school websites, number of employees, superintendent information, address, phone and more – a terrific resource to help you narrow your plan opportunities search!
Got Questions?
Contact the Life Retirement Services team at retirementservices1@nationallife.com.
Unlock a new or dormant plan to unlock bonus potential.
When you open a new or reactivate a dormant 403(b) or 457(b) plan , you may be eligible to participate in National Life’s Slot Bonus Program which compensates you for prolonged, consistent application submissions over time.
In addition to your regular comp, this payment schedule is an example of how slot bonus participation could pay off.
For a plan with 2,000 employees, maximum payouts are:
$2,000
+ $3,000
+ $4,000
+ $6,000
= $15,000
initial bonus
year 1 bonus from meeting production
year 2 bonus from meeting production
year 3 bonus from meeting production
TOTAL slot bonus potential from this one plan!
To participate, the Slot Bonus Request Form must be completed and submitted prior to submitting the first application.
