The Teachers' Advocate

The 403(b) Wise Guide

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Welcome. This site is for anyone who wants to learn about financial issues affecting educators across the United States.  We don't stop with the 403(b), we go deeper.  We go into 457(b), State Teacher Retirement & State Public Employees Retirement Systems, personal finance issues that teachers face, and advocacy to ensure that educators everywhere are getting the most out of their retirement.
   
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Table of Contents

  1. Revenue Sharing Agreements Create Fraudulent Fiduciaries

  2. The Final Word About Envoy

  3. The Teachers Advocate Calls Truce With Envoy Plan Services

  4. What Should Districts Do In A "Post-Envoy/AG Ruling" Environment?

  5. Envoy Purchased by Keenan

  6. 403b compare is coming

  7. More Disclosure for California 403(b) Plans

  8. What About FTJ FundChoice?

  9. TIAA lowers expenses

  10. 403b wise announces Job Board

  11. 403bWise Founder Is A Proud Papa!

  12. Pimp my 403 (b)

  13. The truth about No-Transaction Fee networks….they aren't cheap!

  14. Are ETF's Coming To The 403(b) World?

  15. Reversionary Annuities - a new tool or the latest scam?

  16. ING & AFT Goto Court…..Sued by Independent Agents

  17. www.EdTaxes.com

 

 

 

June 2004 Edition

Daily Blogger - A daily account of my days spent fighting for teachers rights in retirement plans.

January 2004 Issue

September 2003 Issue

2004 Commentary

Meridian Wealth Management

TIAA Participants

Top TA Stories:

Revenue Sharing Agreements Create Fraudulent Fiduciaries

The truth about No-Transaction Fee networks….they aren't cheap!

 

 

 

Articles

Orange County School District Approved Provided List for 403(b) & 457(b) - A link to the providers available through your specific school district.

Archives

Policy Issues

AB 2506 (403(b)Information Bank)

Legislation

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Model Portfolios

Daily Blogger - A daily account of my days spent fighting for teachers rights in retirement plans.