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®).

More episodes of Teach and Retire Rich

• Farms, Futures and Fin Lit (#423) · April 24, 2026 · 49 min
• Introducing 457bwiser (#422) · April 17, 2026 · 33 min
• Corebridge + Equitable (#421) · April 10, 2026 · 29 min
• High Gas Prices Don't Bother These Guys (#420) · April 3, 2026 · 1h 19m
• 403(b)/457(b) Basics: Exchanges & Transfers · March 27, 2026 · 46 min
• 401 "Ayyyy" (#418) · March 20, 2026 · 25 min

Explore listener stats, chart rankings, contacts and more on the Teach and Retire Rich podcast page.