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How California K-14 403(b) Plans Can go Single Vendor (#202)
Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor.
- School District 403(b) Plans and Investment Selection
- School District 403(b) Plans and Recordkeeper Selection
- School District 403(b) Plans and Participation-Directed Investments
- 403(b) Plan Rating Project
- Meridian Wealth Management
- 403bwise.org
View all episodes
By Daniel Otter
4.8
115115 ratings
Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor.
- School District 403(b) Plans and Investment Selection
- School District 403(b) Plans and Recordkeeper Selection
- School District 403(b) Plans and Participation-Directed Investments
- 403(b) Plan Rating Project
- Meridian Wealth Management
- 403bwise.org
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