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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



Find a Product and View Product Details
Locate a product and view its product detail pages. Product detail pages provide information about features, fees, charges, and funding options/subaccounts (if applicable). You may also add products to My Compare by clicking “Add to My Compare."

Find a product using Search
  1. In the search box appearing underneath the left navigation bar, enter a full or partial product name.

    Search
  2. Click the "Go" button.
  3. The search results screen will display vendor and product results. In the product results locate the product you are interested in, and click on the product name.
  4. The product detail is displayed. From product detail pages you may view general product information, product features, fees, charges, and funding options/subaccounts (if applicable). You may also add products to My Compare by clicking the "Add to My Compare" hyperlink.

    Sample Product Detail Page
    Sample product detail page
Find a product via My Employer
  1. Ensure that you have selected your employer. If you have not, follow the steps outlined in "My Employer - Find and Select your Employer."
  2. Click on "My Employer" in the left navigation bar.

    My Employer Navigation
  3. The employer detail page displays. Locate the Approved Vendors List.
  4. In the Approved Vendor's list, locate the name of the vendor that offers the 403(b) product you are looking for. Click on the vendor's name.

    Employer Detail
  5. The vendor detail is displayed. Click on the Product List tab.

    Product List Tab
  6. A list of all 403(b) products offered by this vendor will appear. Click on the name of a product to view detailed information.

    Product List

    From product detail pages you may view general product information, product features, fees and charges, and funding options/subaccounts (if they exist). You may also add products to My Compare by clicking the “Add to My Compare” hyperlink.
Find a product via Browse Vendors
  1. Click on "Browse Vendors" in the left navigation bar.

    Browse Vendors Navigation
  2. Click on a letter to view vendors alphabetically.

    Browse Registered Vendors
  3. When you have located a vendor that you are interested in, click on the vendor's name.

  4. The vendor detail is displayed. Click on the Product List tab.

    Product List Tab
  5. A list of all 403(b) products offered by this vendor will appear. Click on the name of a product to view detailed information.

    Product List

    From product detail pages you may view general product information, product features, fees and charges, and funding options/subaccounts (if they exist). You may also add products to My Compare by clicking the "Add to My Compare" hyperlink.
 
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