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The Teacher's Advocate
A blog devoted to improving 403(b) plans for public school employees.
By Scott Dauenhauer · Launched 2 years ago
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Is Restricting 403(b) Vendors Legal in California?
Some compliance entities and school districts are testing the system, will anyone notice?
Scott Dauenhauer, CFP
1
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Is Restricting 403(b) Vendors Legal in California?
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Speculating on the Coming Equitable SEC Settlement
What are they being accused of?
Scott Dauenhauer, CFP
Mar 16
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Speculating on the Coming Equitable SEC Settlement
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Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
The penalty is related to an investigation into its sales and disclosure practices
Scott Dauenhauer, CFP
Feb 22
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Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
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Help, My Public School Employer Won't Offer NEA Direct Invest
They offer Security Benefit, but not Direct Invest
Scott Dauenhauer, CFP
Jan 20
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Help, My Public School Employer Won't Offer NEA Direct Invest
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A New (Not So) Secret Low-Cost 403(b) Investment Option
The First Green Rated Secret Low-Cost Option
Scott Dauenhauer, CFP
Dec 8, 2021
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A New (Not So) Secret Low-Cost 403(b) Investment Option
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Small School Districts Can Offer Top Notch 403(b) Programs
It's not hopeless, in fact there are some great options
Scott Dauenhauer, CFP
Oct 27, 2021
1
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Small School Districts Can Offer Top Notch 403(b) Programs
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The Two Faces of 403(b) Index Funds
NEA Direct Invest and Schools First CU Offer a Glimpse Into Revenue Sharing Fees
Scott Dauenhauer, CFP
Oct 7, 2021
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The Two Faces of 403(b) Index Funds
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TDS Group CEO Robert Lotter Hit With Additional Fraud Charges
Nearly two dozen additional alleged victims uncovered
Scott Dauenhauer, CFP
May 25, 2021
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TDS Group CEO Robert Lotter Hit With Additional Fraud Charges
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