L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation

L.A. Teachers: LAUSD’s Award Winning 457(b) Plan Presentation

Welcome UTLA Members to my blog.

My name is Steve Schullo* and I have been writing articles about maximizing your experience with investing using the district’s 457(b) award winning plan. Stop buying annuities has been my mantra for over two decades when I was teaching in LAUSD. Please join us for the next UTLA investment workshop to find out how.

Click here for a direct link to registration and details.

Hopefully, I’ll meet you in couple of weeks, Saturday 8:00-12:30 April 16 at UTLA headquarters.



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*Stephen A. Schullo, Ph.D. (UCLA ’96) taught in the Los Angeles Unified School District (LAUSD) for 24 years and UCLA Extension teaching educational technology to student teachers. Steve wrote investment articles for the United Teacher-Los Angeles (UTLA) newspaper for 13 years. Thrice featured retirement plan advocate in the Los Angeles Times and U.S. News and World Report. He co-founded an investor self-help group (403bAware with Sandy Keaton) for teacher colleagues and wrote over 6,000 posts in three investment forums since 1997. Frequently quoted by the media, testified at California State legislative hearings and honored with the “Unsung Hero” award by UTLA for his retirement planning advocacy. For the last nine years, he serves on LAUSD’s Investment Advisory Committee as a “Member-at-Large” and former co-chair. The committee monitors the 457b/403b/PARS of 55,000 former and current LAUSD employees, worth $2.2 billion in total assets. Lastly, Steve and his late husband, Dan, were featured participants for the award-winning documentary, PBS Frontline: The Retirement Gamble, aired April 23, 2013.
Steve is the author of an additional new book, released February 2015, “Fighting Powerful Interests: Educators Challenge Tax-sheltered Annuities and WIN!” A story of how a few LAUSD educators knowing very little about retirement planning ended up with an awarding winning 457(b) plan.


  1. Dr. Schullo,
    I’m very interested in attending your UTLA investment workshop. However, I’m participating in a LAUSD fellowship and am unable to attend. Are there plans to add another workshop in the future? If not, is there any way I can get a hold of the information that will be shared?

    Thank you!

  2. Hi Noemi,

    You can download “Fighting Powerful Interests” http://latebloomerwealth.com/publications/fighting-powerful-interests/ right now (or just scroll up half a page and click directly on the book. You will have to subscribe to my blog and then download the book as a PDF file and read it on your mobile device.

    Unfortunately the primary presenter will be handing out the other book to those at the workshop. The next workshop will be in November.

    Have a wonderful weekend,

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