NOW AVAILABLE FOR PURCHASE

Creating a Better Future for America's Educators

The U.S. Educators’ Retirement System is mired in a structure built on legacy rather than innovation, favoring profits over employees’ financial security. This book provides a step-by-step guide to restore the U.S. educators’ retirement system through leadership and stewardship.

Book
Length

104 Pages

Primary Language

English

Publication Date

11 / 2024

About the Author

Al Otto, CEO at PlanScope360, is a Board Certified Fiduciary™ and Accredited Investment Fiduciary Analyst® with over 35 years of retirement industry experience. He holds certificates in Fiduciary Leadership from Wake Forest University’s School of Professional Studies, a BSME from Virginia Tech and has served in key executive roles at various financial firms.

Born in Palo Alto, CA, his father was an entrepreneur and mother an immigrant from Italy. Focused on serving others, his expertise is from a career in the trenches, conducting hundreds of fiduciary meetings, serving in critical fiduciary roles, authoring numerous articles and a book on investment fiduciary governance.

Who is the Book For?

School Board Members

The budgetary strain caused by high turnover and shortages, the negative impact on student learning outcomes due to teacher turnover, and the erosion of public trust in the district result from dissatisfied teachers. Learn how an improved retirement plan helps address these challenges.

School Administrators

There are a number of changes that can be made to address the changes in state funding for teacher, support staff and administrator retirement plans. Your district likely offers supplementary retirement plans that can be improved to provide additional saving opportunities.

Industry Professionals

Financial advisors and consultants can assess plan design, investment options, fees, and participant engagement to identify areas for improvement. Opportunities exist to deliver educational resources and financial counseling to help employees make more informed decisions.

Reviews

"The dream begins, most of the time, with a teacher who believes in you, who tugs and pushes and leads you on to the next plateau, sometimes poking you with a sharp stick called truth."

Dan Rather

"The mediocre teacher tells. The good teacher explains. The superior teacher demonstrates. The great teacher inspires."

William Ward

"Every child deserves a champion—an adult who will never give up on them, who understands the power of connection and insists that they become the best that they can possibly be."

Rita Pierson