We share our ratings for 3,041 school district 403(b) plans. We read the names of the school districts who earned a B or an A.  

• District Plan Rating Project
• It's Brutal Out Here
• Learned by Being Burned podcast
• Meridian Wealth Management
• 403bwise.org

We speak with Morningstar's director of personal finance, co-host of The Long View podcast, and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and the book Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.

• Christine Benz
• Learned by Being Burned podcast
• Meridian Wealth Management
• 403bwise.org

One of our least favorite companies looks to be in some hot water with the SEC.  

• Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org

Learned by Being Burned: Teachers and the K-12 403(b). The short series that explores the dysfunctional world of supplemental retirement plans, the maddening industry behind them, and the growing movement to fix what is broken. 

We share big news that has been two years in the making. 

• Learned by Being Burned
• Meridian Wealth Management
• 403bwise.org