Season 12 · Episode 344
Whose Interests Are Compliance Administrators Serving? (#344)
Teach and Retire Rich · Daniel Otter, PhD and Scott Dauenhauer, CFP®
October 18, 202439m 49s
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Show Notes
Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story.
- Are Educator Retirement Plans Getting Hijacked by Compliance Administrators?
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).