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Interviewed by Fiduciary Attorney: K-12 403(b) Plans

 Reforming K-12 Public School District 403(b) Plans Part 1 of a 3-Part Series For Part 2: click here May 7, 2015 Steve Schullo is working to shed light on the awful shortcomings of K-12 403(b) plans. Scott Simon, 05/07/2015 Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also …

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Book Review: Author did the job for her client’s best interests, now is the time us K-12 educators to demand ours!

Section 403(b) Compliance Guide for Public Education Employers by Ellie Lowder Book Review and an Editorial by Steve Schullo As a retired teacher serving on my district’s 403(b)/457(b) Retirement Investment Advisory Committee, I read this book with great interest. While it’s a compliance guide written for district employers and their benefit administrators, every public education …

Book Review: Author did the job for her client’s best interests, now is the time us K-12 educators to demand ours! Read More »

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