Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)

12/07/2024 34 min Temporada 12 Episodio 330
Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)

Listen "Going Single 403(b) Vendor Leads to 80% Fee Drop (#330)"

Episode Synopsis

Greta Tinaglia, Deputy Chief Financial Officer at Fulton County Schools in Georgia, describes the process of moving their 403(b) plan to one low-cost vendor. The result? Less confusion, bureaucracy, and an 80% fee drop.   Fulton County Public Schools 403(b) Plan  Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org