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403bCompare
Your California School Employee Retirement Product Information Bank









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  User Guide  
  arrowMy Employer - Find and select your employer
arrowBrowse Vendors - Locate a particular 403(b) vendor
arrowBrowse Vendors - Determining if a product is Roth eligible
arrowFind a Product and View Product Details
arrowMy Compare - Adding a product
arrowMy Compare - Compare 403(b) products
arrowSearch - Find a specific product or vendor



Browse Vendors - Determining if a product is Roth Eligible
  1. Click on "Browse Vendors" in the left navigation bar.

    Browse Vendors Navigation
  2. Click on the first letter of the vendor's name.

    Browse Registered Vendors
  3. An alphabetical list will appear. Locate the vendor's name and click on it.
  4. The vendor's profile is displayed. You can view general information, California office locations, and a 403(b) product list.
  5. Select the Product List tab at the top right hand corner.
    Product List Tab
  6. Once selected view the second column from the right to determine Roth eligibility.
    Roth Eligible Product
  
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