Season 10 · Episode 269
Investment Committees Can Make or Break DC Plans (#269)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
May 12, 202346m 43s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Scott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one.
- New York State laws on Deferred Compensation Committee
- Learned by Being Burned (teachers share 403(b) horror stories)
- Meridian Wealth Management
- 403bwise.org