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A blog devoted to improving 403(b) plans for public school employees.
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Former TDS Representative Sues TDS Group and Robert Lotter
Below is the copy of the lawsuit that Emily Wang has filed against Robert Lotter's TDS Group (Tax Deferred Services). This lawsuit gives considerable insight into what happened during the transition to Lotter. I'm going to decipher some of it for you in commentary to come.
Scott Dauenhauer CFP, MSFP, AIF
TDS Group Sued By Former Rep