PSEA Member Benefits Partnership

403(b) | 457 | IRA | ROTH Options

Retirement, Investments and Insurance Planning

Find a Financial AdvisorMoney by Design Program

PSEA Endorsed Since 1974

The Pennsylvania State Education Association (PSEA) chose Kades-Margolis as its trusted investment and retirement planning partner over 40 years ago. During that time, Kades-Margolis has helped more than 35,000 PSEA members save, invest and plan for their retirement.

Kades-Margolis financial advisors are ready to help you understand your existing retirement benefits. From there, together you decide if saving in a 403(b), 457 or IRA may be right for you.

For those of you who are members of the Public School Employee’s Retirement System (PSERS), Kades-Margolis financial advisors are prepared to discuss your retirement benefits with you.

“THE STOCK MARKET IS A DEVICE TO TRANSFER
MONEY FROM THE ‘IMPATIENT’ TO THE ‘PATIENT’.”

- Warren Buffet

Kades-Margolis Money by Design

The Money by Design program allows individuals to customize their retirement plan. Money by Design provides access to 500 mutual funds, representing more than 20 respected fund families. For conservative investors and those looking to diversify beyond mutual funds, Money by Design includes access to a Fixed-Interest Annuity option.

 

“THE FOUR MOST DANGEROUS WORDS
IN INVESTING: THIS TIME IS DIFFERENT.”

- Sir John Templeton
Billionaire, Investor, Philanthropist

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