Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues sometimes over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
Former AXA/Equitable vice president for business development dishes on firm that dominates the K-12 403(b) market in terms of market share and participant anger (part 1 of 2).