This is not an Onion story. The Newport Beach, California owner of Tax Deferred Services, a firm that provides 403(b)/457(b) plan compliance for more than 300 California school districts was arrested in what the California Department of Insurance (CDI) called a “$4 million securities fraud scheme."

  • Owner of Large 403(b)/457(b) Compliance Firm Booked
  • Meridian Wealth Management
  • 403bwise.org