Vanguard raises admin fees on 403(b) plans (again). CIT 403(b) legislation is back in the news. Equitable hits dubious milestone. New financial term.

  • April 2025 Admin Fee Increase
  • Et tu, Vanguard pod?
  • Learned by Being Burned (short pod series about K-12 403(b) issues)
  • 403bwise.org
  • Meridian Wealth Management

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).