Teach and Retire Rich

We talk Dan's presentation at recent retirement plan workshop for Los Angeles Unified School District teachers put on by United Teachers Los Angeles. 

403(b)wise

Meridian Wealth Management

Next Gen Personal Finance

The 457(b) Plan (#63)

403bcompare.com (#52)

We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory. 

An Exceptional Life Financial

403(b)wise

403(b)wise Fiduciary Advisor Directory

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

We talk to Mychal Eagleson, CFP®, AIF®, ChSNC® owner of An Exceptional Life Financial and a member of the 403(b)wise Fiduciary Advisor Directory. 

An Exceptional Life Financial

403(b)wise

403(b)wise Fiduciary Advisor Directory

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

We talk 457(b) plan. What is it? How does it work? How is different than a 403(b)? Is it better than the 403(b)?

403(b)wise

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

We talk 457(b) plan. What is it? How does it work? How is different than a 403(b)? Is it better than the 403(b)?

403(b)wise

457(b) Information

457(b) Information from the IRS

Meridian Wealth Management

Moreland & Arbuckle

We talk increased 403(b) contribution limits, our visit to the New York Times, Securities and Exchange Commission (SEC) involvement in the 403(b), and a not-so-golden 403(b) product. 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

We talk increased 403(b) contribution limits, our visit to the New York Times, Securities and Exchange Commission (SEC) involvement in the 403(b), and a not-so-golden 403(b) product. 

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. The firm then provides solutions to remedy the conflict. 

https://www.principalreview.com/

retireaware.com (company blog)

[email protected]

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. The firm then provides solutions to remedy the conflict. 

https://www.principalreview.com/

retireaware.com (company blog)

[email protected]

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle

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