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How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)
Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows small to medium-size schools to band together to get favorable 403(b) pricing and services.
- Souther Education Retirement Consortium (SERC)
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
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By Daniel Otter
4.8
115115 ratings
Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows small to medium-size schools to band together to get favorable 403(b) pricing and services.
- Souther Education Retirement Consortium (SERC)
- Learned by Being Burned (short pod series about K-12 403(b) issues)
- 403bwise.org
- Meridian Wealth Management
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