Can I transfer existing 403b accounts to my participants ASPire Financial Services account?
Yes, existing accounts may be transferred to the new ASPire Financial Services account. There is a transfer form under each plan’s “Plan Details” page, and this would need to be filled out, as well as any delivering firm’s required transfer form, and possibly a transfer form required by the Third Party Administrator (TPA). For American Funds transfers, a delivering firm form is not required.
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- Can I transfer existing 403b accounts to my participants ASPire Financial Services account?
