| 403(b)wise was launched in March 2000 by Dan Otter and John Moore, two educators fed up with the lack of objective 403(b) information available to participants. If information was provided at all to employees, it was usually through sales pitches in classrooms, lunchrooms and union offices. In fact, Dan first learned about the 403(b) when a representative waltzed into his classroom one afternoon pitching something called “TSAs.” He declined to enroll. It was only several years later that he learned this salesperson was selling high-fee variable annuity products. In 2002, Dan co-authored The 403(b) Wise Guide with planner Scott Dauenhauer, CFP. This book was updated and expanded upon several years later with the release of Teach and Retire Rich, which was lauded by Vanguard founder John Bogle. Today, 403(b)wise is operated solely by Dan Otter. John left several years ago to pursue other endeavors. The goal of the site remains the same as the day it launched: education and advocacy. | |
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