Season 12 · Episode 330
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
July 12, 202434m 39s
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Show Notes
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