Our podcast openings from 2021.

• 403(b) Plan Rating Project
• Meridian Wealth Management
• 403bwise.org

We discuss what we think are the top three 403(b) stories of 2021.

• Green Light for Single Vendor 403(b) Plans in California?
• Chicago Public Schools Goes Single Vendor
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Five options available to small school districts who want to offer a great 403(b) plan.   

• Small School Districts Can Offer Top Notch 403(b) Programs
• When Bad 403(b) Vendors Offer Good 403(b) Products 
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

Does article by benefits attorney offer path for California K-14 403(b) plans to go single vendor? We discuss. 

• School District 403(b) Plans and Investment Selection
• California Dreaming of Better 403(b) Plans
• The Elephant in the Room
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org

We discuss Chicago Public Schools move to a single vendor 403(b). It has excellent pricing and investing options. The biggest surprise? AIG is the vendor.

• Video of 403bwise Zoom Event for Chicago Public Schools
• Plan Rating Project Podcast
• Meridian Wealth Management
• 403bwise.org