Can I Move My Existing 403(b) / TSA Retirement Plan Into SmartChoice?
Yes, that decision is entirely up to you. If you are interested, the representatives of Confidential Planning will work closely with you to determine if consolidating your retirement plan into SmartChoice makes sense. Thats because most of the previous investments offered by other companies charged upfront sales commissions or back-end surrender charges lasting up to 12 years. Only a careful examination of your current investments can determine what is right for you.
Related Questions
- Are there any deferred sales charges (surrender fees) from my existing provider if I transfer my account balance into the Cedars-Sinai 403(b) Retirement Plan now administered by ING?
- Can I transfer the trusteeship of an existing retirement plan to Wilmington Trust Retirement and Institutional Services Company?
- Can I rollover my Qualified Retirement Plan dollars (I.e. 401(k)) to an existing, traditional IRA?
