Denise, every plan has a Third Party Administrator, or TPA, which, as the name implies, administers the plan. The TPA needs to ‘amend’ the plan to allow it to make the conversions. So my recommendation is to call HR and
J, I don’t have all the facts, but typically in a 403(b) plan, there are a limited number of vendors that you can select from. They typically offer annuities and mutual funds, though the vendors are most aggressive selling
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