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D Junkins

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  1. D Junkins

    Why? FI

    I'm a transplanted Midwesterner on the East Coast. Totally different conversations among my friends in those regions. Best described as: that's impossible! vs. duh, what planet are you living on?
  2. Yes, seems like it took more than a week for them to be able to see the submitted/accepted online application. My wife also bounced around to different people until she got one that knew how to find it. Seems to be in separate system than what the call center reps normally use, so they need to know to look in that other place, if that makes sense. Said that we'd get paperwork for the account 7-10 days from when it was accepted.
  3. Thanks, its not really transparent to me who the TPA is but, I've asked HR if I could contact them or the SB agent for the District plan number. I also gave them a few links and offered to do whatever I could to support adding some better options: NY Times 403b Expose SEC Investigates Teacher 403b's Vanguard 403b Services CT WorkSavePlay 403b
  4. Update for you all.... HR doesn't apparently have any account/plan #s - said our agent needed to provide them. Hah! So, back to square one with SB. My wife went through several phone reps today at SB until finally speaking with one that was able to find her NEA DirectInvest application. They told her that the application was received yesterday (I submitted it online 9 days ago?) and that she should receive her welcome letter and account info for the account in another 7-10 days. On a separate track, I've emailed District HR and they said I'd need to get the plan # from my account rep. I plan on dealing with them later, once I have the welcome letter and, hopefully, the account info. I should be able to fill out the salary reduction form myself for HR and without too many additional questions with those two pieces of info.
  5. Hi all, nothing groundbreaking to report yet. We've filled out the DirectInvest account application online and I'm told that can take 3-5 days to be completed. SB does not have the Plan # required on the District's Salary reduction form so, I've got an email in with my favorite HR person and we'll see how much of a hornet's nest I've stirred up over there. If all goes perfectly well, the District will provide me the Plan # and SB will send me an account confirmation letter by tomorrow. Those two things will get submitted to HR and we're off and running. Thanks again, Dan
  6. Thanks everyone. The links, instructions, etc were all very helpful and I'm finally getting around to this today. We filled out the SB DirectInvest form online and I am now preparing the Salary Reduction agreement. Does the school district or SecurityBenefit need to provide the "Plan Number", or should either of the two have it?
  7. Thanks and sorry about that. Having a hard time pasting out of the pdf so here’s an image attempt.
  8. Hi everyone, my wife has the following vendor list having recently moved to a new school district here in CT. She does not currently have a 403b, we've been funding mine at Tiaa-Cref and Roths at Vanguard. Having donor a little research here and elsewhere and it seems like Aspire may be my best option for a self-directed account? I don't think the CT state employee Prudential provider is available to her. Thanks! Dan Junkins TSA Approved Vendor List.pdf
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