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  1. In K-12 403 (b ) plans, employees and their unions can be their own worst enemy

    Distrust between school districts and unions, as well as potential financial incentives, factor into lack of reform.

  2. UPDATE: Millennials don't trust investment advisers -- here's a solution

    UPDATE: Millennials don't trust investment advisers -- here's a solution

  3. UPDATE: Millennials don't trust investment advisers -- here's a solution

    UPDATE: Millennials don't trust investment advisers -- here's a solution

  4. UPDATE: Millennials don't trust investment advisers -- here's a solution

    UPDATE: Millennials don't trust investment advisers -- here's a solution

  5. Duke, Johns Hopkins, UPenn and Vanderbilt latest schools under fire for excessive 403 (b ) fees

    Attorneys, ever present in the 401(k) market, are beginning to target university 403 ( b ) plans. These lawsuits follow close on the heels of ones against MIT, NYU and Yale.

  6. Reforming K-12 403 (b ) Plans

    Steve Schullo is working to shed light on the awful shortcomings of K-12 403 ( b ) plans.

  7. Seeking Contract Clarity for 403 (b ) Decision-Makers

    If investment experts cannot identify all the actual costs and beneficial relationships in a 403 ( b ) contract, how can decision-makers at school districts ever do so?

  8. Fiduciary Focus: Fleecing 403 (b ) Plan Participants (Part 5)

    We've gone over how to create a suitable 403 ( b ) plan. Here's how to help school officials to put it into place.

  9. Fiduciary Focus: Fleecing 403 (b ) Plan Participants (Part 7)

    A recap of crucial points from our 403 ( b ) series.

  10. Fiduciary Focus: Fleecing 403 (b ) Plan Participants (Part 4)

    With new regulations on the way, here are 13 suggestions for a creating a model 403 ( b ) plan.

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