Here's my situation. Last year I had my financial advisor set up a 403(b) for the church where I am a minister. Unlike with larger institutions, the 403(b) is "mine" in the sense that the church treasurer has no problem doing with it what I want. Anyway, in the process of becoming Foolish, I discovered that I'm in deferred load Putnam funds (5%) with 2.5%-3.5% total operating fees! So I want to get my 403(b) money out of there and into probably index funds. My financial advisor will be no help (you may look at his response to me about that in the Mutual Funds board under "A Message From My Financial Advisor"--it's worth a look for the shock value of it!) so I'm going to have to do this myself (which is good & Foolish, of course). When I do this it will end my relationship with him but that's okay. How easy is it to transfer a 403(b) and where do you good folks recommend I look? Thanks for the help!
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