FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Franklin Community School Corporation Employees

If you are interested in speaking with one of our financial consultants please email Ryan Belcher at [email protected] and he will contact you by the next business day.

Please have the following materials for your initial meeting:

  • Your most-recent investment statements
  • Any statements on bank investments
  • Your most-recent Social Security statement
    • Go to www.socialsecurity.gov/estimator
    • Click on Estimate Your Retirement Benefits midway down the page
    • Follow the directions of entering your information
    • Your Social Security estimate will be available to view (and print)
  • A listing of your debts and their values (mortgages, personal loans, credit cards, etc.)
  • Your most recent income tax returns
  • Any other important financial information you would like to review
  • Completed Risk Tolerance Assessment (available here for downloadable PDF)

Upcoming In-School Visits

We are always available for appointments by calling 800-893-3958.

Vanguard Fund Exchange Policy

Plan participants who exchange any amount out of a Vanguard fund must wait 60 calendar days before exchanging back into the same Vanguard fund. For purposes of the policy, ‘exchange out’ means a transaction which proceeds from redemption of shares of a Vanguard Fund in a Plan are used to purchase another investment offered within the Plan. For more information please email Ryan Belcher ([email protected]), Wayne Thacker ([email protected]), or click here.

Important Telephone Numbers and Links

To learn about enrolling, investment selections or to change your investment options, please visit https://www.benefitwebaccess.com/retirement-horizons/. Your initial login will be your Social Security Number, and your password will be the last four digits of your Social Security Number.

For automated service with Retirement Horizons, please call 866-793-0449, Access Code: 1100 To speak with a live operator at Retirement Horizons, please call 888-744-4015