Best Way to Move/Restart 403(b) and Other Investments in 403(b) Forum Posted January 9 · Report reply 19 minutes ago, Omar said: I was able to find information for my District (in California) in the CalSTRS 403bCompare website If I were you I'd prefer to get this information from your district or the TPA (Third Party Administrator) that your district is using. You're going to have deal with these people anyways. 403bcompare may or may not be up to date and it definitely doesn't list anything about your 457b options. 19 minutes ago, Omar said: It has many options I don't know what the CTA Retirement Savings Plan is, but I don't know of any vendors better than Vanguard and Fidelity (maybe a state run 457b can occasionally compete, but I'm not sure and I don't think California's can). 19 minutes ago, Omar said: Would my next step be to (1) Stop current transfers to Invesco, (2) open account with one of the products below (Vanguard 403b), (3) and transfer Invesco funds to Vanguard (abour 30K)? This may be the easiest course of action: Establish an account with Vanguard. Redirect new contributions to Vanguard. Rollover the Invesco account to Vanguard. If you begin by stopping contributions to Invesco then you'll likely miss out on 403b contributions for a few paychecks. To compensate for that you'll have to artificially inflate your initial Vanguard contributions and then go back and change it to a sustainable level later. It is important that you get as much in your 403b as possible. You haven't said how much you're contributing. Remember you can put 6k in an IRA, 19,500 in a 403b, and another 19,500 in a 457b. If you're not investing more than 6k then it is probably quite a bit easier to not worry about making new contributions to a 403b or 457b. 19 minutes ago, Omar said: Or just talk to the product provider or a CFP for guidance with this next part? It is in your best interest to kill whatever instinct is telling you to pay other people to manage your money. They'll inevitably put your money in their pockets. 19 minutes ago, Omar said: Which Vanguard products do people here advice for a middle career teacher (20 years completed) with at least 15 more years still to go? Please read my Investing 101 page. That'll give you the fundamentals in an easy to understand, condensed way. Then read my Vanguard page. That'll tell you how to apply those fundamentals. Then come back and ask questions. 19 minutes ago, Omar said: I did find an archived list of the old 403(b)wise Fiduciary Advisory Directory and saw a couple of people in Southern California (San Gabriel/LA) area or would be open to other recommendations in the area if that is a must. ...again, kill that instinct.