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Important deadlines are coming up quickly

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Brenda Echeverria403(b) and IRA exchanges/transfers/rollovers
Exchanges, transfers, and rollovers require significant 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 9. This includes requests for IRA recharacterizations and conversions. Call us if you have any questions at 1-800-279-4030. We’re happy to help you through the process.

Postdated checks
We are unable to accept IRA contribution checks written and received this tax year (2017) for next tax year (2018). 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 2017, your completed request (including third-party administration transaction authorization, if applicable) must be received by us on or before December 15. Requests received after this date may not be processed before year end.

Brenda Echeverria, Financial Planner