Season 9 · Episode 226
New Jersey's Bad 403(b) Bill (#226)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
July 15, 202219m 48s
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Show Notes
In language eerily similar to Pennsylvania's Act 5, which prevents school districts from going single vendor, proposed New Jersey legislation would require large school districts to have at least three 403(b) vendors.
We speak with "Izzy" Tannenbaum, partner at Withum, a tax advisory and public accounting firm. Izzy supports the intent of the bill but acknowledges it contains flaws.
Sponsors of Bill A1974
Resources