Feb 14 2025 54 mins 6
Scott and Dan look at the Employee Retirement Income Security Act (ERISA) which brought a fiduciary standard to most retirement plans. The act went into effect in 1974 but is beginning to show its age.
- How a 50-year-old law changed retirement and why it needs a facelift
- Dawn of ERISA
- Man with a Better Plan - We almost had a simpler retirement system
- Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
- Meridian Wealth Management
- 403bwise.org
Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
