Aurora employees:

your retirement plan is changing soon.

You’ll have some choices on what to do with your money. We’re here to help.

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In April of 2018, Advocate & Aurora announced that they were going to come together to create a massive health care company.

One outcome of that merger is a change in benefit plans for all employees of the new company.

Aurora had a 403(b) retirement plan administered by Transamerica which will not be continued at the new company.

If you’re part of this $12 billion-plus merger, you may have a decision to make. Former Aurora employees will have to decide what to do with the money you’ve saved through their 403(b) plan:

You could move your savings over to the new company’s 401(k) plan.

You could move your savings to a self-directed IRA.

You could move your savings to an IRA directed by a wealth management firm.

We’re here to help:


Review your savings


Review your retirement account


Help you make the decision that’s best for you.

Remember, Annex Wealth Management is a fee-only registered investment advisor. We are required to act in your best interest, not our own.

Set up a sales-free, hassle-free consultation today.

Meet With Us