Prepare for Changes in 403(b) Plans - WSJ.com
Andrea Coombes interviewed me last week for this article and I'm quoted throughout the article! This is an article about how the upcoming 403(b) regulations will affect participants who are currently in these plans.
It's a relatively short article and a good primer for what to expect. I would expect many more of these articles to pop up over the next six months.
A big thank you to Andrea Coombes for quoting me!!
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238