Season 13 · Episode 399
TPA Pushes Back on Single Vendor Plan (#399)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
November 7, 202531m 29s
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Show Notes
Baltimore City Public Schools is going single vendor. Third-party administrator Omni-TSACG who oversees the current plan that features numerous red-rated vendors is sad.
- Current Baltimore City Public Schools vendor list
- Omni-TSACG letter
- Scott's Rebuttal to Omni-TSACG letter
- 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®).