All Pennsylvania State Education Association (PSEA) endorsed products and services must undergo a rigorous screening process. This ensures that these products and services meet PSEA’s high standards of quality and competitive pricing. Since 1974, PSEA has endorsed Kades-Margolis Corporation as its trusted investment and retirement plan partner.
Kades-Margolis Capital, LLC is proud to present Money by Design. This program allows PSEA members to customize their retirement plan. Money by Design gives them access to more than 400 mutual funds, representing more than 20 fund families. They also have access to a Fixed-Interest Annuity Option 403(b).
Here are several of the highlights:
- Hundreds of Flexible Investment Options
- Move between funds, fund families and the Fixed-Interest Annuity Option at no extra charge
- Optional Automatic Rebalancing
- Optional Dollar Cost Averaging
- Consolidated Quarterly Statements
- Convenient Account Access
- Loan Provision
If you would like more information, please call Kades-Margolis at
(800) 433-1828, ext. 4. You can also email us by clicking here.
We will have one of our financial advisors contact you.