Shining Example of Change
A school district outside Washington, DC, transformed its 403(b) plan by reducing the number of investment vendors from fifteen to one. This strategic shift, led by a forward-thinking administrator, highlighted the issue of high-cost investments and sparked political challenges as vendors rallied teachers against the changes. With over $1 billion in assets, the district became a model for others, though smaller districts face unique hurdles in attracting top vendors.In this clip
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279 | Be Wise, Your Financial Future is at Stake | Dan Otter
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