What is the status of transferring 403(b) funds from one vendor to another before the special enrollment period?
The CSU has placed a freeze on in-service transfers, with the exception of age 59½ rollovers. This means you cannot transfer funds from your current fund vendor to another fund vendor at this time. However, you still can change investment funds among those offered by your current fund vendor. Later in 2008, the CSU will notify you of the date you’ll be able to transfer your prior investments in the TSA Program to the new funds that will be offered once the restructured TSA Program takes effect.
Related Questions
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- What is the status of transferring 403(b) funds from one vendor to another before the special enrollment period?
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