We talk with Nancy Hall, vice president of customer experience for EP Navigator Plus, an affordable, user-friendly estate planning service.
Collective Investment Trusts (CITs) are being touted as a way to lower investment costs in the K-12 403(b) plan. We talk CITs with Ben Taylor, senior vice president at the consulting firm Callan.
Veteran math teacher David Gourley is leaving the classroom to run The Budget Teacher, a service that helps teachers take control of their finances.
Bob Phillips of WEA Member Benefits in Wisconsin talks about his unique organization and their excellent 403(b) plan for teachers.