How NOT to Do Single Vendor (#295)

We love a quality, bidded, single-vendor 403(b) plan. Fiduciary planner Mychal Eagleson CFP® shares three examples where school districts did single vendor very wrong. 

• Teach Plan Retire 
• Episode 5 of Learned by Being Burned - School benefits official explains how he took a school district single vendor (the right way).
• 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®).