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Pixy wrote Provided your employer makes no contributions to that 403b plan, though, you may then ask that provider to send the contributions to a 403b(7) provider of your choice. There may be a fee assessed on doing so. The provider can tell the
participant the administrative procedures to be followed for making the transfer.


I hope I haven't been missing something blatantly obvious right along. Please clarify something for me, Pixy. If the employer has an agreement with Provider A (a high cost annuity 403B) and you want the money to ultimately be transferred to Provider B (a low cost 403b(7) provider) are you saying that Provider A is required to honor your request? Does the contribution that goes from the employer to Provider A actually enter the annuity prior to being transfered (meaning that any applicable surreder charges apply) or is this simply an administrative function Provider A would perform? Finally, would these transfers of money be considered 1035 transfers?

Thanks very much/jtmitch
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