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Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
4.8
109109 ratings
Little known role — Compliance Administrator — can have massive effect on 403(b)/457(b) quality. Many school districts are being misserved and they don't even know it. Dan also shares a private jet story.
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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