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).Listen Now »
Latest Episode: Fighting Conflict of Interest (#61)
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?
Sold two bad 403(b)s then got wise.