What Every Teacher Should Know About New TIAA Litigation And SEC Whistleblower Complaint

401(k) Litigator Jerome Schlichter and Award-Winning SEC Whistleblower Attorney Edward Siedle discuss Kelly vs. TIAA and a new whistleblower complaint on The Fiduciary Institute podcast.

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

This week, the Fiduciary Institute produced a podcast 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.” If you’re an educator, this is a must-see.

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.