Sofia University TDA Plan

bmurphy 4/20/2016 9:20:56 PM
This is actually a crappy plan with many over-lapping fund offerings. I have left out a number of the higher cost over-lapping funds offered under the TIAA Access name in favor of biasing investors towards the lower cost CREF names. All of these offerings are wrapped in a variable annuity structure and you should expect your actual returns to be lower by 0.50% or more annually than displayed in our models.

bmurphy 9/25/2017 1:32:56 PM
Removed TIAA Access Lifecycle Fund 2010 T4.

Name	Ticker	Action	Date
TIAA Access Lifecycle Fund 2010 T4		was removed by bmurphy	9/25/2017
TIAA Access Large-Cap Growth Fund		was removed by bmurphy	4/20/2016
TIAA Access Equity Index Fund T4		was removed by bmurphy	4/20/2016
CREF Money Market R1		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Retirement Income Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2020 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2050 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2045 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2040 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2035 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle 2025 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2030 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2015 T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Small-Cap Blend Index Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Small-Cap Equity Fund		was added by bmurphy	4/20/2016	Remove
TIAA Access Social Choice Equity Fund T4		was added by bmurphy	4/20/2016	Remove
CREF Bond Market R1		was added by bmurphy	4/20/2016	Remove
CREF Inflation-Linked Bond R1		was added by bmurphy	4/20/2016	Remove
TIAA Access Bond Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Lifecycle Fund 2010 T4		was added by bmurphy	4/20/2016
TIAA Access Real Estate Securities Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Mid-Cap Value Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Mid-Cap Growth Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Large-Cap Value Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Large-Cap Growth Fund		was added by bmurphy	4/20/2016
TIAA Access International Equity		was added by bmurphy	4/20/2016	Remove
TIAA Access Growth & Income Fund T4		was added by bmurphy	4/20/2016	Remove
TIAA Access Equity Index Fund T4		was added by bmurphy	4/20/2016
CREF Stock R1		was added by bmurphy	4/20/2016	Remove
TIAA-CREF Equity Index Fund Retirement Class	TIQRX	was added by bmurphy	4/20/2016	Remove
CREF Growth R1		was added by bmurphy	4/20/2016	Remove
CREF Global Equities R1		was added by bmurphy	4/20/2016	Remove