Season 14 · Episode 414
How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
February 20, 202650m 8s
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Show Notes
Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows small to medium-size schools to band together to get favorable 403(b) pricing and services.
- Souther Education Retirement Consortium (SERC)
- 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®).