Retirement Account Information

Kansas Board of Regents

At Shepard & Associates we package one of the most competitive retirement plans in the industry today. Shepard & Associates is a member of the independent financial advisor network of TIAA-CREF, Fidelity Investments and Charles Schwab & Co., Inc. These relationships enable us to provide participants recommendations on both the mandatory retirement plan and the voluntary supplemental program.

By utilizing these providers, you will have access to some of the most prominent money managers in the industry. S&A utilizes “Portfolio Center” accounting software which downloads account information on a daily basis and will combine the above three providers into one easy to understand quarterly statement that gives you the necessary information to monitor and measure your returns.