Wednesday, March 20, 2013

Simon's "Fleecing" Series Spotlight

Back in 2007 a colleague of mine, W. Scott Simon wrote a seven part series for Morningstar called "Fleecing 403(b) Plan Participants."

Many things have changed in the 403(b) world and while I don't agree with everything Simon says - the articles are certainly worth reading and having in your library.

Some of the articles refer to ERISA plans, my main focus is non-ERISA.

Here are the seven parts:

Update: Morningstar has instituted a "registration" process now to view the articles, there is no cost, but you will have to register to get access, I've let them know this is a bad idea and hopefully they will change...until then...

Fleecing 403(b) Plan Participants Part I

Fleecing 403(b) Plan Participants Part II

Fleecing 403(b) Plan Participants Part III

Fleecing 403(b) Plan Participants Part IV

Fleecing 403(b) Plan Participants Part V

Fleecing 403(b) Plan Participants Part VI

Fleecing 403(b) Plan Participants Part VII


Enjoy.

Scott Dauenhauer CFP, MSFP, AIF
President
Meridian Wealth Management
@403badvocate
www.meridianwealth.com

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