EPISODE · Nov 7, 2025 · 31 MIN
TPA Pushes Back on Single Vendor Plan (#399)
from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®
Baltimore City Public Schools is going single vendor. Third-party administrator Omni-TSACG who oversees the current plan that features numerous red-rated vendors is sad. Current Baltimore City Public Schools vendor list Omni-TSACG letter Scott's Rebuttal to Omni-TSACG letter Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 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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TPA Pushes Back on Single Vendor Plan (#399)
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