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“You can never pay back. But you can always pay forward.” Woody Hayes – OSU Football Coach 1951-1978

How to Sign up for a 403b at University of Dayton with rebel Financial as your advisor:

Step 1:

Fill out your University’s Salary Reduction Agreement Form and turn it into HR (Only for the supplemental plan):

Step 2:

Choose your provider and enroll online (when you reach the investment selection, just select the suggested target date fund as your investment choice until our next meeting):


As the largest employer sponsored retirement plan providers to Universities in the United States, TIAA CREF offers a platform with the lowest cost options available to University employees.  TIAA CREF’s platform is also an annuity option that has the ability to be converted into lifetime income payments at retirement.  Visit their website:


One of the largest employer sponsored retirement plan providers in the United States, Fidelity offers a platform with the widest range of investment options available to University employees for a reasonable cost:

  • University of Dayton Supplemental Plan:


Step 3:

If you have contacted us previously. Email us to let us know that you have submitted your SRA form to HR,  enrolled in your account online, and that you would like us to be your Investment Advisor.

If you have elected to use us but need to contact us for the first time then please fill out our Schedule an Appointment form.

Step 4:

We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit.

Step 5 (Only if you had a previous 403b):

Rollover your old 403b account: Click here for instructions.

Step 6:

You will receive credentials to setup your rebel Financial Personal Website Life in a box ArrowWatch a demo here. You will need to select permanent login credentials and use the organizer tab to complete all information that you can before your next appointment

Step 7:

We will call or email you to schedule an appointment to review your new account, select an investment strategy, and pursue further financial planning (if necessary).