Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop. Fulton County Public Schools 403(b) Plan Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org

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This episode was published on July 12, 2024.

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