FL K-12 Retirement


The ABMM Financial advisors in Florida have the benefit of participating in the Independent Benefits Council (IBC) Model Plan for public school 403(b) and 457(b) retirement accounts. Through our business partnership with Security Benefit, we are rapidly growing our business and increasing market share throughout Florida. Our advisors have a suite of products to meet the retirement planning needs of educators and other public school employees. Our relationship with Security Benefit also comes with an endorsement of the product line from the National Education Association.

Learn More About The IBC Model Plan


To enhance our K-12 relationships throughout the state, ABMM sponsors various associations tied to the markets in which we work. In Florida, the most notable of these is the Florida Association of School Administrators (FASA). FASA is the association for administrators, district superintendents, principals, assistant principals, supervisors and those who support the public schools of Florida.

Learn More About FASA

access to continuing education and regulatory updates

Through our broker dealer, we are able to offer our advisors free membership to the National Tax-Deferred Savings Association (NTSA), the only independent association dedicated to the 403(b) and 457(b) marketplace. Through this affiliation, you will have better access to continuing education and regulatory updates. as well as a powerful voice with advocacy efforts focused on legislation, which can affect your business.

Learn More About NTSA

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