We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.

• Video of 403bwise Zoom Event for Chicago Public Schools
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Dan & Scott share good 403(b) advocacy news. Dan discusses his talk to teachers in Albuquerque.

• Albuquerque Teacher Residency Partnership
• When Bad Vendors Offer Good Investing Choices
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Everyone should be so lucky as to have a colleague like Scott Olsen who works hard to educate his colleagues at Foothill-DeAnza Community College District about saving for retirement.

• Foothill DeAnza-Community College District
• Bogleheads
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

We discuss 2022 403(b) and 457(b) contribution limit increase and an article and report that seem to suggest AIG may be getting behind single vendor push. Or maybe we are just crazy.

• 2022 403(b) Contribution Limits
• 2022 457(b) Contribution Limits
• PlanSponsor: K-12 School Districts Confused About Retirement Benefits
• AIG Report: Meeting Retirement Needs of K-12 Employees
• Meridian Wealth Management
• 403bwise.org

Crystal Gonzalez is the founder of a non-profit that assists non-profits. She was also a 5th grade student of Dan's way back in the early 2000's.

• RevComm Foundation
• Meridian Wealth Management
• 403bwise.org

NY teaching couple had saved $2 million in their 403(b) and 457(b) plans by October 2019. We catch up with them to see where they are now. We also discuss their summer side hustle: running a popular, hands-on summer camp (total amount saved revealed at 54:54).

• Wealthy Teachers (pod #80)
• Meridian Wealth Management
• 403bwise.org

Cullen Roche, author, money manager, and one of the most astute financial minds we know has some big news.

• Pragcap
• Discipline Funds
• Meridian Wealth Management
• 403bwise.org

403bwise launches school district 403(b) & 457(b) database and A-F rating system. Dan and Scott discuss initiative that they hope will bring sunshine and accountability.

• Search the Database
• A-F Rating System Explained
• Meridian Wealth Management
• 403bwise.org

California choir director quits teaching and moves to Iowa to farm. We have questions.

• Choir Teacher + Author on F.I.R.E.
• Seed Saver Exchange
• Meridian Wealth Management
• 403bwise.org

This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a "$4 million securities fraud scheme."

• Owner of Large 403(b)/457(b) Compliance Firm Booked
• Meridian Wealth Management
• 403bwise.org