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Look Back at Legislative Fight to Fix the California K-12 403(b) (#384)

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Manage episode 496454088 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spearheaded the effort to fix the broken California K-12 403(b) plan.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 496454088 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spearheaded the effort to fix the broken California K-12 403(b) plan.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

  continue reading

304 episodes

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