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The essential guide to 403(b) retirement savings

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K-12 » Higher Ed » Healthcare » The 403(b)wise Fiduciary Advisor Directory »

Listen to the Podcast

Teach and Retire Rich Podcast

Daniel Alexander, CEO and Managing Director of Principal Review, describes how his firm is taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan).

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Latest Episode: Fighting Conflict of Interest (#61)

Reform Issues

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)?

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Regulatory Shift?

September 17, 2018

Passing of fiduciary baton to SEC?

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Wise Advisors

Apply to be considered for inclusion in the 403(b)wise Fiduciary Advisor Directory.

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