Open your 403(b) account with one easy step
To open your 403(b) account, just complete the 403(b)(7) Custodial Account Application and give it to your employer.
If you have money in other 403(b) accounts, you may be able to simplify your recordkeeping by rolling over assets from a former employer’s plan or exchanging assets from another account in your current employer’s plan. You’ll have all your 403(b) assets in one place, which makes it easier to create the proper investment mix and keep track of your retirement portfolio. Contact us at
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