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  1. 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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