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The Equitable Opportunity
Will Corebridge and Equitable Choose The Right Path?
Jul 6
•
Scott Dauenhauer, CFP
2
March 2026
DOH-ASBO
Why did the Ohio ASBO create a low-quality 457(b) to compete with the great Ohio state plan?
Mar 6
•
Scott Dauenhauer, CFP
1
November 2025
Omni/TSACG/Daybright Send Letter to Baltimore City Public Schools Board Members
I annotate the highly misleading and disappointing letter
Nov 17, 2025
•
Scott Dauenhauer, CFP
1
October 2025
False Prophets (Profits)
The 403(b) world worships false profits
Oct 14, 2025
•
Scott Dauenhauer, CFP
F & G Life Doesn't Know What A 403(b) Is
Fidelity and Guaranty Life is a petty company
Oct 8, 2025
•
Scott Dauenhauer, CFP
2
September 2025
Deduction Confusion: What I Missed (and What Teachers Need to Know)
I still believe the OBBBA is awful
Sep 3, 2025
•
Scott Dauenhauer, CFP
August 2025
Corrected: OBBBA Moving Educator's Deduction Below-the-Line is Below The Belt
OBBBA is an insult to educators across the country
Aug 27, 2025
•
Scott Dauenhauer, CFP
National Life Group's Conflicted Bonus Commissions
Paying bonus commissions for submitting more premium is a major conflict of interest
Aug 22, 2025
•
Scott Dauenhauer, CFP
National Life Group's Bad Distribution Policy
Automatic 45 Delay On All Check Requests In Good Order
Aug 19, 2025
•
Scott Dauenhauer, CFP
February 2025
Omni/TSAConsulting Group Raising P3 Fees
The fees vendors will pay will increase to $42 per year by 2027
Feb 27, 2025
•
Scott Dauenhauer, CFP
1
1
October 2024
Choose Your Own Adventure: Aspire Partners with Franklin to Create a New Green Rated Vendor Option
It also creates a Yellow and Red vendor
Oct 24, 2024
•
Scott Dauenhauer, CFP
Are Educator Retirement Plans Getting Hijacked by Compliance Administrators?
Some Compliance Administrators of 403(b) and 457(b) plans might be up to more than compliance
Oct 14, 2024
•
Scott Dauenhauer, CFP
1
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