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<<My fiance was sold a Travelers 403b at her school by one of those "men in suits." It's being eaten up with fees and its so-called mutual funds are not performing well. She wants to roll it into a low fee IRA which she has set up with TIAA. TIAA wrote to Travelers asking for the money. Travelers insisted the request be on their form which she then submitted. The form was brought back to her by the original salesman who claims the IRS forbids rollovers. She checked the IRS pubs and this isn't true. Her contract does not prohibit rollovers just puts conditions on distributions. Does anyone know how she can get her money?>>

Wow, it sounds like it's time for a call to a state regulatory commission. By the way, my 403(b) is in TIAA and they're not exactly willing to rollover without a fight either. Sure your fiance doesn't want to roll this over into a self-directed IRA?
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