403(b) Support
Rollover – A transfer of holdings from one retirement plan to another, without tax. A rollover can involve a change of employers, a change of investment ...
Thu, Jan 30, 2020 at 4:12 AM
As participants elect their own investment providers, TCG Administrators relies on you to provide us with this information and to tell us who the funds ar...
Thu, Jan 30, 2020 at 4:12 AM
Balance statements are required for loans. You can get your balance statements directly from your vendor. Most vendors will send out statements on a quarter...
Thu, Jan 30, 2020 at 4:12 AM
Whether or not a vendor requires original signatures is up to the vendor. If original signatures are required, you must mail in the documentation to TCG Ad...
Thu, Jan 30, 2020 at 4:12 AM
You should only ever select ONE reason for request on the distribution form. This reason should be the same reason that is listed on any vendor forms. If m...
Thu, Jan 30, 2020 at 4:12 AM
This question refers to the Employer under whom the 403(b) was set up. This may be your current Employer or your previous Employer, depending on the type of...
Thu, Jan 30, 2020 at 4:12 AM
A participant’s spouse does not need to sign the TCG Administrators form unless the spouse is requesting a Death of Participant distribution. For Death of P...
Thu, Jan 30, 2020 at 4:12 AM
While TCG Administrators can approve a request with just the TCG Administrators distribution form and any hardship, or appropriate supporting documentation...
Thu, Jan 30, 2020 at 4:12 AM
The distribution form is designed to allow you to request the forms to be sent to your vendor and one additional party. However, with your authorization, T...
Thu, Jan 30, 2020 at 4:12 AM
Because 403(b) plans are meant to be retirement accounts, not savings accounts, there are restrictions on when and for what reasons participants can take m...
Thu, Jan 30, 2020 at 4:12 AM