How California K-14 403(b) Plans Can go Single Vendor (#202)

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

Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor. School District 403(b) Plans and Investment Selection School District 403(b) Plans and Recordkeeper Selection School District 403(b) Plans and Participation-Directed Investments 403(b) Plan Rating Project Meridian Wealth Management 403bwise.org

Episode metadata supplied by the publisher feed · Published Feb 3, 2022

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How California K-14 403(b) Plans Can go Single Vendor (#202)

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