403(b) provider is no longer approved

Did you just receive a letter stating that your 403(b) provider is no longer approved? After that announcement, you may be wondering what to do. Unapproved 403(b) providers usually can’t receive further contributions or transfers from an employee.

You certainly want to keep saving for retirement, so now is the time to look at your options. Is it time to move your 403(b) funds from that dropped provider to one on the approved list? If so, which one should it be?

Contact me and I can share some ideas with you – ideas that may help you answer the questions in the preceding paragraph with confidence. I want to help you continue to contribute to a 403(b) retirement plan, and together we can determine what the appropriate course might be for your existing account balance and future contributions.

Call or email me today – you don’t want your retirement saving effort to be interrupted.

Sincerely,
GREG OLIVER