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403(b) and IRA deadlines coming up this month

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Laura KampsMark your calendars for these important deadlines:

403(b) and IRA exchanges/transfers/rollovers

Exchanges, transfers, and rollovers require a longer processing time. Your completed paperwork (including approved third-party administrator transaction authorization if applicable) will be submitted to the payer company by the end of December if we receive it by December 12. This includes requests for IRA recharacterizations and conversions. Call us if you have any questions. We’re happy to help you through the process.

Postdated checks

We are not able to accept checks written and received this tax year (2015) for next tax year (2016). Postdated checks will be returned.

Year end withdrawal deadlines

If you would like to take a lump sum withdrawal from your 403(b) or IRA accounts before the end of 2015, your request must be received by us on or before December 18. Requests received after December 18 will be processed in January.

If you need assistance, give us a call at 1-800-279-4030.

Laura Kamps, RIS Specialist