Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss.  School District 403(b) Plans and Investment Selection California Dreaming of Better 403(b) Plans The Elephant in the Room Plan Rating Project Podcast Meridian Wealth Management 403bwise.org 

Teach and Retire Rich - Talking teacher retirement savings plans.

Green Light for Single Vendor 403(b) Plans in California? (#194)

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor. Free Zoom Event on Chicago Schools 403(b) (1/26/22 6pm CT) Plan Rating Project Podcast Meridian Wealth Management 403bwise.org 

Chicago Public Schools Goes Single Vendor (#193)

Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque.   Albuquerque Teacher Residency Partnership When Bad Vendors Offer Good Investing Choices Plan Rating Project Podcast Meridian Wealth Management 403bwise.org 

Feeling Thankful (#192)

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.   Foothill DeAnza-Community College District Bogleheads Plan Rating Project Podcast Meridian Wealth Management 403bwise.org 

Community College Super Advocate (#191)

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy.  2022 403(b) Contribution Limits 2022 457(b) Contribution Limits PlanSponsor: K-12 School Districts Confused About Retirement Benefits AIG Report: Meeting Retirement Needs of K-12 Employees Meridian Wealth Management 403bwise.org 

Did AIG Just Get Single-Vendor Religion? (#190)

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's. RevComm Foundation Meridian Wealth Management 403bwise.org 

Non-Profit Helping Non-Profits (#189)

NY teaching couple had saved $2 million in their 403(b) and 457(b) plans by October 2019. We catch up with them to see where they are now. We also discuss their summer side hustle: running a popular, hands-on summer camp (total amount saved revealed at 54:54). Wealthy Teachers (pod #80) Meridian Wealth Management 403bwise.org 

Even Wealthier (#188)

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news.  Pragcap Discipline Funds Meridian Wealth Management 403bwise.org 

Cullen Roche's Big Announcement (#187)

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability.  Search the Database A-F Rating System Explained Meridian Wealth Management 403bwise.org 

403(b) Plan Rating Project (#186)

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

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Teach and Retire Rich - Talking teacher retirement savings p...

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