| Changing 457(b) Vendors |
- Contact new in-plan vendor to enroll.
- Complete a new Salary Deferral Agreement specifying that money will now go to the new vendor.
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| Transferring From One In-plan Vendor to Another In-plan Vendor |
- Contact the old in-plan vendor to determine the transfer procedure and if transfer penalties apply. If transfer penalties apply, one option is to delay the transfer until the penalty period ends.
- Contact the new in-plan vendor to learn their transfer procedure.
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| Changing Contribution Amount |
| Complete and submit a new Salary Deferral Agreement. |
| Stopping Contributions |
| Complete and submit a new Salary Deferral Agreement. |
| Timeline for Plan Changes |
| Check with your employer to learn when the change will take effect. |
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457(b) Basics »
Contribution Limits »
Products and Vendors »
Cost to Invest in a 457(b) »
Modifying Contributions |
Accessing 457(b) Savings »
Other Changes to Your 457(b) »
Buying Service Credit »
Contribute to a 457(b)
and a 403(b) » |
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