403(b) Insights
Dan shares his experiences with 403(b) plans across different educational environments, highlighting the stark differences in quality and oversight. He emphasizes the lack of fiduciary responsibility at the K-12 level, which can lead to teachers unknowingly endorsing subpar vendors. The conversation underscores the need for school districts to take a more active role in managing these retirement plans to better serve their employees and improve retention.In this clip
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279 | Be Wise, Your Financial Future is at Stake | Dan Otter
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