EPISODE · Jul 31, 2026 · 13 MIN
Off the Radar Issue Keeping K-12 403(b) Plans Down (#437)
from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®
We all like individualism but individual 403(b) contracts make it difficult for school districts to reform their 403(b) plan. There is a solution. Recipe for Going Single Vendor (Learned by Being Burned Episode 5) Individual Plans vs Group Contracts Explainer 403bwise/457bwiser Facebook Group 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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Off the Radar Issue Keeping K-12 403(b) Plans Down (#437)
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