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How Do Plan Sponsors Provide Their Approved Vendor List?

April 26, 2017Approved list Plan sponsors vendor

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How Do Plan Sponsors Provide Their Approved Vendor List?

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• Plan sponsors must provide T. Rowe Price a list of the annuity contract and/or custodial account providers that are: (a) receiving contributions as part of the 403(b) plan or (b) have an ISA with the plan. Plan sponsors must also promptly notify T. Rowe Price if there are any changes to their approved vendor information by completing the T. Rowe Price 403(b) Vendor Form. • Even though plan sponsors are required to list their approved vendors in their plan document, please do not send your entire plan document to T. Rowe Price when providing your vendor information. T. Rowe Price requests approved vendor information on the ISA. Be sure to include your approved vendor information on the ISA when you return it to T. Rowe Price.