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Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done.
Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans
The 403(b)wise Fiduciary Advisor Directory
403(b)wise
Meridian Wealth Management
Moreland & Arbuckle
4.8
109109 ratings
Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. After reading The New York Times series on the 403(b), including Think Your 403(b) Plan is Bad? Talk to a Teacher, he started doing homework about his plan. He soon realized he was trapped in a high-fee plan. He reached out to us to see what can be done.
Connecticut Bill Would Force Fee Disclosures for Teacher Retirement Plans
The 403(b)wise Fiduciary Advisor Directory
403(b)wise
Meridian Wealth Management
Moreland & Arbuckle
3,156 Listeners
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