| Once you are familiar with the 403(b) basics, frequently asked questions and investment information, here are the steps to take to start a 403(b). |
| Ask your employer for a list of available investment companies (this is often known as the vendor list.) |
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| Research companies and investments. Learn all fees, operating rules and if surrender charges exist. |
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| Choose a suitable asset allocation and select a beneficiary. |
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| Contact your chosen vendor to open an account and select investment(s). |
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| Sign a salary reduction agreement with your employer indicating the amount you wish to contribute each pay period. |
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