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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
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Scott Dauenhauer, CFP
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Choose Your Own Adventure: Aspire Partners with Franklin to Create a New Green Rated Vendor Option
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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
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Scott Dauenhauer, CFP
1
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Are Educator Retirement Plans Getting Hijacked by Compliance Administrators?
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June 2024
The NTSA’s Country Club Award
It's not "Elite" if it's not fiduciary
Jun 27
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Scott Dauenhauer, CFP
2
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The NTSA’s Country Club Award
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April 2024
Debunking the NTSA’s 2018 "Improving Retirement Savings for America's Public Educators" Study
It’s Been A Long Time Coming
Apr 22
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Scott Dauenhauer, CFP
1
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Debunking the NTSA’s 2018 "Improving Retirement Savings for America's Public Educators" Study
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March 2024
San Diego's Fringe Benefit Consortium's Math Doesn't Math In District Group E-mail
An awkward email that I annotate feels like gaslighting
Mar 7
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Scott Dauenhauer, CFP
2
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San Diego's Fringe Benefit Consortium's Math Doesn't Math In District Group E-mail
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January 2024
403bwise.org Sends Open Letter To The Fringe Benefit Consortium
San Diego County Office of Education next Committee meeting is January 12th
Jan 4
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Scott Dauenhauer, CFP
1
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403bwise.org Sends Open Letter To The Fringe Benefit Consortium
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December 2023
San Diego County Office Delays PRA Request
Why aren't documents related to recent RFI not being produced in a timely manner?
Dec 28, 2023
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Scott Dauenhauer, CFP
2
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San Diego County Office Delays PRA Request
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November 2023
San Diego County Office of Education's $100 MM Giveaway?
The Fringe Benefit Consortium subsidiary is responsible
Nov 27, 2023
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Scott Dauenhauer, CFP
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San Diego County Office of Education's $100 MM Giveaway?
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October 2023
Equitable Affiliate PlanMember Services Signs Agreement with Fringe Benefit Consortium in San Diego
The agreement states it should not be subject to California Public Records Act Requests
Oct 18, 2023
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Scott Dauenhauer, CFP
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Equitable Affiliate PlanMember Services Signs Agreement with Fringe Benefit Consortium in San Diego
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September 2023
The Price of 403(b) Enrollment
The True Cost of Using Financial Predators to Drive Participation
Sep 11, 2023
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Scott Dauenhauer, CFP
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The Price of 403(b) Enrollment
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May 2023
Apples and Oranges - Cherry Picked
The NTSA Gaslights America
May 26, 2023
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Scott Dauenhauer, CFP
1
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Apples and Oranges - Cherry Picked
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December 2022
NEA Discontinues Direct Invest 403(b), Replaced with Invest Myself
In doing so they raise fees on Vanguard mutual funds
Dec 29, 2022
•
Scott Dauenhauer, CFP
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NEA Discontinues Direct Invest 403(b), Replaced with Invest Myself
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