Monthly Webinar: Retirement Readiness, Two Ways: 403(b) vs. 457(b)

Includes a Live Web Event on 09/17/2025 at 12:00 PM (EDT)

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Date: 09/17/2025

Location: Online via Zoom

Fee: $0 (Member) / $55 (Non-Member)

Public school districts face growing pressure to offer competitive benefits that support recruitment, retention, and employee financial wellness—without adding unnecessary administrative burdens. In this session, we’ll break down the key differences between 403(b) and 457(b) retirement plans, including contribution limits, withdrawal rules, catch-up provisions, and how districts can leverage both plans together. Attendees will walk away with practical insights to evaluate their current offerings and make informed decisions that strengthen benefits for staff at every career stage.

By the end of this session, participants will be able to:

Differentiate the core features of 403(b) and 457(b) plans—including contribution limits, withdrawal rules, and catch-up options.
Identify how offering both plans can enhance staff recruitment, retention, and retirement readiness while maintaining compliance and budget efficiency.
Evaluate their district’s current retirement benefits strategy and consider actionable steps to optimize plan offerings and employee education.

Nory Gonzalez

Regional Vice President – Group Retirement, Equitable

Nory Gonzalez has over 20 years of experience in the financial services industry, with a focus on group retirement plans. She works closely with financial professionals to support the growth and management of 403(b), 457(b), and 401(a) retirement plan business, particularly in the higher education, healthcare, K-12, and nonprofit sectors.

Nory brings a strong understanding of employer retirement benefit strategies, investment options, and recordkeeping platforms. Her approach combines technical knowledge with a commitment to client service, helping advisors deliver effective retirement solutions tailored to their clients' needs.

She holds FINRA Series 7 and 63 licenses and earned a B.A. from the State University of New York at Albany.