How 403(b) Consortiums Serve Small and Medium-Size School Districts (#414)

About this episode

Danny Kofke and Eric Hansen discuss how the Southern Education Retirement Consortium helps small and medium-size school districts with 403(b) pricing and services.

Former teacher Danny Kofke and fiduciary Eric Hansen are principals in the Southern Education Retirement Consortium, an investment collective that serves the K-12 market. They discuss the consortium model which allows small to medium-size schools to band together to get favorable 403(b) pricing and services. Souther Education Retirement Consortium (SERC) 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®).

People in this episode

Host: Daniel Otter

Guests: Danny Kofke, Eric Hansen

Topics covered

• 403(b) plans
• education finance
• investment strategies
• school district funding
• retirement planning

Keywords

• 403(b)
• school districts
• retirement consortium
• investment collective
• K-12 market

Mentioned in this episode

Organizations: Southern Education Retirement Consortium, SERC, 403bwise.org, Meridian Wealth Management

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