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Apples and Oranges - Cherry Picked
The NTSA Gaslights America
May 26
•
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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November 2022
Broward County's Hidden (b) Plan
Disclosing Broward County’s 403(b) and 457(b) Program
Nov 10, 2022
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Scott Dauenhauer, CFP
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Broward County's Hidden (b) Plan
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August 2022
NEA Removes Pricing Change From Website After Inquiry
NEA has NOT answered my questions on fee changes
Aug 31, 2022
•
Scott Dauenhauer, CFP
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NEA Removes Pricing Change From Website After Inquiry
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Is the NEA Raising Fees on Direct Invest 403(b)?
The fine print on a webpage related to the program may have jumped the gun
Aug 30, 2022
•
Scott Dauenhauer, CFP
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Is the NEA Raising Fees on Direct Invest 403(b)?
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"AXAdental" Deception?
Equitable Faces The Music For Misleading Public School Employees
Aug 22, 2022
•
Scott Dauenhauer, CFP
2
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"AXAdental" Deception?
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March 2022
Is Restricting 403(b) Vendors Legal in California?
Some compliance entities and school districts are testing the system, will anyone notice?
Mar 22, 2022
•
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?
Mar 16, 2022
•
Scott Dauenhauer, CFP
1
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Speculating on the Coming Equitable SEC Settlement
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February 2022
Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
The penalty is related to an investigation into its sales and disclosure practices
Feb 22, 2022
•
Scott Dauenhauer, CFP
1
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Equitable (AXA) Preparing for $50 million SEC Civil Monetary Penalty
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January 2022
Help, My Public School Employer Won't Offer NEA Direct Invest
They offer Security Benefit, but not Direct Invest
Jan 20, 2022
•
Scott Dauenhauer, CFP
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Help, My Public School Employer Won't Offer NEA Direct Invest
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December 2021
A New (Not So) Secret Low-Cost 403(b) Investment Option
The First Green Rated Secret Low-Cost Option
Dec 8, 2021
•
Scott Dauenhauer, CFP
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A New (Not So) Secret Low-Cost 403(b) Investment Option
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October 2021
Small School Districts Can Offer Top Notch 403(b) Programs
It's not hopeless, in fact there are some great options
Oct 27, 2021
•
Scott Dauenhauer, CFP
1
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Small School Districts Can Offer Top Notch 403(b) Programs
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