Teach and Retire Rich

Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan.

• Award Winning Plan
• 403bwise Plan Grade
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement.

• ITDHH Conference
• TL; DR: Financial Literacy for Illinois Teachers' Retirement System Members
• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

Our podcast openings from 2021.

• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

We discuss what we think are the top three 403(b) stories of 2021.

• Green Light for Single Vendor 403(b) Plans in California?
• Chicago Public Schools Goes Single Vendor
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Five options available to small school districts who want to offer a great 403(b) plan.

• Small School Districts Can Offer Top Notch 403(b) Programs
• When Bad 403(b) Vendors Offer Good 403(b) Products
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss.

• School District 403(b) Plans and Investment Selection
• California Dreaming of Better 403(b) Plans
• The Elephant in the Room
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

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