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Found 3 results

  1. Peter Gulia
    For a plan that sticks with Teachers Insurance and Annuity Association of America, do you like TIAA’s Target Date Plus model portfolios? Why or why not?
  2. Patricia Neal Jensen
    Plan Sponsor has old TIAA individual contracts in 403(b) plan. More than 90 of these contracts belong to terminated participants. We (the TPA) would like TIAA to take some action to show that these contracts are distributed for 5500 purposes. Has anyone had experience they could share with this issue? Thanks!
  3. MjInvestments
    I have a plan we are taking over (It is a 403b ERISA) for a Jesuit School High school. The plan is currently at TIAA-CREF (I know, hard conversion anyways). But I was looking at the investments and it looks like the funds are held within CREF Variable Annuities instead of CREF Mutual Funds. (Example: https://www.tiaa.org/public/pdf/ffs/194408407.pdf) Thus the 6-letter tickers for the funds. Does anyone have experience pulling a plan out of funds like this and into a regular Vanguard/Fidelity mutual fund lineup? Any fees associated with exiting these funds like surrender charges? I would appreciate any insight. I'm obviously not listed as advisor yet for client. I cant be an advisor at TIAA. I moved to ERISA space after several years or personal wealth management, I've never seen anything like this before. Thanks for any help.
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