Skip to Content
Advisor Insights

The Next Steps for K-12 403(b) Reform

Advocate Steve Schullo says reform is moving in the right direction, but there is more work to do.

My interview with Steve Schullo, a reform advocate for 403(b) plans in the K-12 marketplace, concludes this month. The first two parts of this interview may be accessed here and here. Steve's latest book, "Fighting Powerful Interests: Educators Challenge Tax-Sheltered Annuities and WIN!," can be downloaded (as a PDF) for free. He is also a blogger at Late Bloomer Wealth

Scott Simon: Please explain the nature of in California and how it may (or may not) be helpful not only to teachers in California but to others all across the country.