In today’s episode, I’m thrilled to share with you some news that one of the largest university retirement plan vendors has lowered their expenses on many of their mutual fund choices. I’ll discuss which vendor it is and how you can access these investments. I’ll share with you how I came about finding this information out – hint, it was on accident during a client meeting. If I asked you, “What are your current retirement plan costs?” Would you be able to give me a correct answer? After you’ve listened to this podcast, you’ll be armed with the information to lower your expenses = more money in your accounts. This is information you just won’t find anywhere else.

In this episode you’ll learn:

• How to access these cheap investments even if they’re not in your lineup
• What BrokerageLink is and why you want it
• What to do if these funds are not in your plan’s lineup AND your plan doesn’t have BrokerageLink
• Your university retirement plan IS NOT FREE!!
• How to research your current investment costs

Jump on Greg's calendar to see about improving your TIAA situation.

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