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Take these Steps to get started
Call your plan administrator
Open Your SDBA account at your custodian through work
Open Your SDBA account at your custodian through work
Ask them:
1. Is third-party management available to you?
2. What is the minimum core balance requirement,
3. Is there a minimum transfer requirement?
4. Are there future contribution rules and other plan-specific funding procedures?
5. Are there any paperwork that requires the plan administrator’s signature?
Open Your SDBA account at your custodian through work
Open Your SDBA account at your custodian through work
Open Your SDBA account at your custodian through work
1. Open the SDBA account at the custodian your company offers.
2. Acquire any additional paperwork from the custodian if required.
3. You can also find this paperwork by going to the plan administrator directly.
Who is your custodian?
Open Your SDBA account at your custodian through work
Who is your custodian?
Download the proper packet below.
You can review the paper work to determine what you need with your employers plan administrator.
Our team is here to help you. You do not have to go it alone. For some of you this will be easy, but for others it's overwhelming.
Schedule a call to get help.
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Open Your SDBA account at your custodian through work
Who is your custodian?
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Most of these documents can be completed via DocuSign. We are happy to complete the forms via esignature.
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