Season 13 · Episode 397
Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
October 24, 202533m 13s
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Show Notes
Dan's wife, Amanda, had more than $50,000 withheld from her 401(k) plan. This wasn't money that was a match. It was her money. She was recently featured in a Wall Street Journal story on 401(k) theft. Scott and Dan discuss the story.
- Her 401(k) Contributions Vanished—and Her Company Had No Answers (WSJ)
- Search 401(k) Form 5500 Filing
- 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®).