The Plan 3 Special Report was recently mailed to members. Please access the report if an employee contacts you with questions.
The report explains a new trading policy effective July 7, 2006, that applies to Self-Directed Investment funds. The policy states a member who transfers more than $1,000 out of a fund will not be able to transfer money back into that same fund for 30 calendar days.
We encourage you to read the entire publication. To clarify, members can still move their money between funds, just not an amount greater than $1,000 out of and into the same fund within the 30-day period.
Should have any questions, please email or call Employer Support Services at 360-664-7200 (press option 2) or l-800-547-6657 (press option 6, then option 2).