Listen "Whose Interests Are Compliance Administrators Serving? (#344)"
Episode Synopsis
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. Are Educator Retirement Plans Getting Hijacked by Compliance Administrators? Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
More episodes of the podcast Teach and Retire Rich
Stocks and Music Unscripted (#394)
03/10/2025
Remembering Jonathan Clements (#393)
26/09/2025
Morningstar’s Jeff Ptak (#390)
05/09/2025
When to Take Social Security (#388)
22/08/2025
The Wealth Ladder with Nick Maggiulli (#387)
15/08/2025