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FOR BRANCH USE ONLY Branch PrefixRRCPSP Account NumberRR2MPP Account NumberAgencyIs account owner an employee of your B/D? Noyes
NFS, FAD: Premiere Select Retirement Plan Account Application
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How to fill out understanding your 403b plan
How to fill out understanding your 403b plan
01
Start by reviewing the information provided by your employer regarding your 403b plan.
02
Understand the basic rules and regulations governing 403b plans.
03
Familiarize yourself with the investment options available in your plan.
04
Determine your contribution amount and decide whether you want to contribute on a pre-tax or Roth basis.
05
Enroll in the plan and complete any necessary paperwork.
06
Monitor your plan regularly and review your investment choices periodically.
07
Stay informed about any updates or changes to your plan and adjust your contributions or investment allocations as needed.
Who needs understanding your 403b plan?
01
Anyone who is eligible to participate in a 403b plan through their employer needs to understand their 403b plan.
02
This includes employees in the field of education and certain tax-exempt organizations.
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