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sschullo

Tiaa Cref To Vanguard Transfer Time

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Hi all,

 

I initiated a 403b rollover to an IRA from TIAA CREF to Vanguard. The procedure took about 3 weeks. FYI I am over 59.5 and separated from service.

 

TC initially denied me because Vanguard is not on my employer's approved list. I sent in paperwork that stated that I was retired. A few days later my rollover request was completed.

 

No transfer fees, no commissions and the entire procedure was fast, in my opinion.

 

Thanks TIAA CREF for being there since 2002, when I and many of my colleagues needed you.

 

Steve

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Steve,

What was your reason for transferring those assets, instead of just leaving them with TIAA-CREF?

Just curious,

Gordon

 

 

Hi Gordon,

Consolidation, so its bit easier to diversify, rebalance and distribute needed in one company.

Nothing against TC.

Steve

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Hi Gordon,

Consolidation, so its bit easier to diversify, rebalance and distribute needed in one company.

Nothing against TC.

Steve

 

That is what I hoped to hear.

Just making sure.

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