I talked to my wife's financial planner yesterday and got details of this fund. The expense ratio is 1.55%. That seems way too high and I think it's best to stop funding this 403b and starting another one or a Roth IRA with a no load index fund. He did say if she wanted to start her own 403b, it is possible, we just need to talk to her payroll. So let's say we start her a new 403b, can I roll this old 403b into it? If so, besides the deferred load charge, what other fees or taxes will I incur? Would it be wise just to let this old one sit there instead? Thanks for everyone's help btw.
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