In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. 

403(b)wise
Meridian Wealth Management
Moreland & Arbuckle

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes. 403(b)wise Meridian Wealth Management Moreland & Arbuckle

In a bit of a surprise, Vanguard announced they will no longer be the record keeper of their small market 403(b) plans (less than $20 million). The firm also rolled out plan fee changes.&nbsp;

403(b)wise
Meridian Wealth Management
Moreland &amp; Arbuckle

Episode #51: Vanguard 403(b) Changes

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. 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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Episode #51: Vanguard 403(b) Changes

Episode #51: Vanguard 403(b) Changes

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