The Direct ISA is in place between Symetra and Employers listed below allows Symetra receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.
Please note: Symetra has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients and allow for exchanges and transfers to all Umbrella CCC ISA vendors. However, the Employers appearing below sponsor a Selected Vendor 403(b) Plan, which only allow for exchanges, transfers, and rollovers contribution to a select list of vendors, including Symetra.
Click the link below to access the Symetra Direct ISA:
Page Last Modified: 10/28/2015 1:48:20 PM