Active provider accounts have no fees or restrictions for investment allocations or provider changes. Inactive providers may have fees or restrictions.
Changes
Your RIC 403b accounts are very flexible and many features may be changed at anytime. Active provider accounts have no fees or restrictions for changes to your investment selection for existing assets and/or future contributions or for provider exchanges. Inactive providers may have fees or restrictions.
Distributions
Distribution options are determined by:
- Your employment status,
- Your employer plan elections and
- Possible product restrictions/fees may apply in some provider products. Some of the RIC active provider products have no restrictions or fees.
If you have determined you are eligible for a distribution, follow planwithease instructions to make your request.