Administrators

Traditional 403(b) and Roth 403(b) Plans

A well structured retirement plan is a key benefit to educators, administrators and staff.  One that will enable your school to remain competitive, an essential component of your efforts to recruit and retain top employees.

The good news about working with us is.....all administrative documents and functions are facilitated by our organization.  Our representative will walk you through the entire process.  We believe in old fashioned service, which means one of our experienced advisors will meet face-to face with you and your employees.  We will always be available to answer any questions you or your staff might have.

A Member of

Retirement Benefits Council

W.M. Durham Associates LLC

2010 Raymond Diehl Rd., Ste. 102

Tallahassee, FL 32308

Ph:  850-385-3578

Toll Free:  800-396-3420

Fax::  800-372-3220

Email:  info@wmdallc.com

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Branch Offices

Orlando 

Tampa

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W.M. Durham Associates LLC is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  WM Durham Associates LLC nor any of its employees provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

W.M. Durham Associates LLC is not affiliated with or endorsed by any government agency, including the Florida Retirement System (FRS).

All material should be regarded as general information.​​
 

2020 W.M. Durham Associates LLC