Terry Slack is a Superintendent (known as District Administrator in Wisconsin) who gets the importance of offering a low-cost 403(b). His district's A-rated single vendor plan has a 75% participation rate. We talk with Terry about why and how he prioritizes employee wellness.
The market is off close to 13% year-to-date. We discuss why this might not be such a bad thing.
iBonds are paying eye-popping rates. We discuss.
We profile teacher Barb Besal who narrated Learned by Being Burned: Teachers and the K-12 403(b), and veteran journalist Steve Buel who researched, reported and wrote the series.
Teacher and member of state task force on financial literacy, Michele Bentivegna, talks teaching financial literacy.
Retirement plan bill that passed the House on a 414-5 vote and is expected to be signed into law brings significant changes to retirement plans. We discuss.
Scott's out this week, but Dan has two important announcements.
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.
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.
One of our least favorite companies looks to be in some hot water with the SEC.
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.
We debunk some 403(b) misunderstandings.
Extended conversation with Andrew Hallam. We discuss healthcare for the nomad and meeting up in person.
Retired teacher, author, and world traveler Andrew Hallam discusses living the good life and other key concepts from his new book.
After briefly discussing a new paper on teacher knowledge and preparedness for retirement, we go over 5 things every teachers should do to ensure a healthy retirement.
Benefits attorney Jeff Chang explains how California K-12 public schools and community colleges can do as the UC and Cal State (university and college) systems do: Go single 403(b) vendor.
We discuss North Carolina's decision to end its state-based 403(b) plan, the recent Supreme Court ruling in the Northwestern University 403(b) fee suit, contribution remittance tardiness, and recent market fluctuation.
This episode is a little different. Our guest, author Frank Molinar, CFP®, writes for a military audience. But Scott and Dan were struck by his new book Financial Dominance: Your Battle Plan for a Richer Life, and his approach to educating military members. We think there is a lot of overlap with educating educators. We hope you enjoy.
Single vendor. Low costs. Employer match. Auto enrollment. Online enrollment. What is happening? Change is happening. We spotlight the Harris County, GA 403(b) plan.
Michelle Wolfe talks working with the deaf and hard of hearing, upcoming Illinois Teachers of the Deaf and Hard of Hearing Conference, and saving for retirement.
We discuss what we think are the top three 403(b) stories of 2021.
Five options available to small school districts who want to offer a great 403(b) plan.
Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss.