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403b(7) Providers - Contact Info for Employees


Guest cfb

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If the plan permits it, an employee may transfer their 403b to a low-cost, no-load mutual fund provider.

Here are the websites for typical 403b7 providers:

1. Vanguard -

http://flagship2.vanguard.com/VGApp/hnw/In...403b7emplye.pdf

or:

www.vanguard.com --> select "Forms" --> select "Retirement Investing" category --> select "Vanguard Section 403(B)(7) Custodial Account Kit (for Employees)"

2. Fidelity –

Go to this website:

http://www.mysavingsatwork.com/mysavingsatwork.htm

Under "Select a Form" choose:

401 a/k/403b Transfer

Under "Select a Form" also choose:

403(B) Enroll

3. Citistreet –

http://www.citistreetonline.com/com/com_su...asp?lvl=3-3-0-0

4. Charles Schwab –

Note: For employee contributions only, not for employer contributions.

http://www.schwab.com/SchwabNOW/navigation...eSet/0,4528,518|7695,00.html

5. T. Rowe Price –

http://www.troweprice.com/retirement/plan4...253DENG,00.html

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