Adam, a 27-year-old counselor from New Haven, Connecticut, was sold an AXA 403(b) five years ago. He reached out to us to see what can be done.Listen Now »
Latest Episode: Stuck in AXA (#60)
Despite predating the 401(k) by 20 years, the 403(b) is a largely misunderstood plan. Worse, employees of K-12 institutions are often taken advantage of by sales agents selling high fee products. Even higher education and hospital plans need better choices and more education.
What do a fox, a wolf, and sheep have to do with the 403(b)?
Have questions or answers?
Long Island, NY teacher fell victim twice to high-fee 403(b) pitches.
August 1, 2018
Judge rules university did not act imprudently with employee retirement plans.
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