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Kelly v. TIAA, the August Fifth Case Rocking the Pension World

The Fiduciary Institute

Sept. 12, 2024
Recorded Online
Webinar

This podcast is about a new class action litigation and SEC whistleblower complaint involving TIAA, the financial services powerhouse that has long dominated the teacher defined-contribution plan marketplace. The Institute calls it the “case rocking the pension world.” 

The takeaway: Be wary of investment firms which target teachers, including education unions which have registered with the SEC so they can profit from selling financial products to their members.

More Information, How to Register

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