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.
- California Dreaming (of better 403(b) plans)
- Dick Shafer
- Green Light for Single Vendor 403(b) Plans in California
- 403bcompare.com
- 403bwise Facebook Group
- 403(b) & 457(b) Basics: How to start a 403(b) (pod)
- 403(b) & 457(b) Basics: Asset Allocation (pod)
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
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