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  • 403(b) and 457 Discussion Board
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  1. I'm finally getting a hold of my finances and have crawled out from under AXA and away from a fee-based adviser, thanks to the New York Times articles and 403bwise. I do, however, have a question as I am moving forward. I just completed a contract exchange from class A shares in American Funds to Aspire, where I have another 403b to which I currently contribute. I understand that my money transferred in will not be co-mingled with my current account. Must I continue with the same American Funds under the Aspire platform? Or can I sell and purchase Vanguard funds, as I believe the fees are much lower. If I must keep the American Funds, can I at least change the asset allocations? Aspire referred me to their Class A shares expert, but I have not been able to get a hold of him yet. Thank you for your input.
  2. I have learned a great deal from reading much of the advice on this board. Thank you. My husband and I are both 52; we live in Massachusetts. We would like to retire at age 58. I have been depositing funds into my 403B with Metlife for many years. Only recently, after reading many of the posts here, have I learned that I am in a variable annuity. Today, I stopped all contributions to the 403B with Metlife. In addition to saving for retirement, however, we would like to receive the tax benefits of a 403B. My vendor choices look to be poor, but I'm wondering if the fees I would pay to stay in a 403B and contribute the maximum yearly amount for my age would outweigh the high fee charges. Basically, I'm wondering how I can achieve the tax savings of a tax deferred product that will allow me to put 23 K a year away, with the limited vendor options my district allows. The Metlife rep does claim I can go into an Oppenheimer mutual fund, thus avoiding the annuity in which I no longer want to invest. If I went that route, I suppose I should go with Oppenheimer directly, rather than be put into an Oppenheimer product through Metlife. If anyone can give me advice, I would greatly appreciate it. Here are my school's vendor choices for 403B: Ameriprise Financial Services Inc. AXA Equitable Great American Financial Resources Incorporated Great West Retirement Horace Mann Companies Lincoln Investment Planning Mass Mutual Financial Group MetLife MetLife of CT Oppenheimer Funds And for a 457B, I can choose Great West Retirement only. Thanks so much, Jane
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