403(b) Agent Services

Working Together to Better Serve Our Customers

This section is for agents/brokers who market business with employers where First Financial is the Third Party Administrator for retirement plans. You will find up to date information including:

  • Plan Summary Options and providers by Employer
  • Requirements for Requests (Exchanges, rollovers, distributions, etc.)
  • Forms and Due Dates
  • Rules for Solicitation

Important: Prior to soliciting employees under a 403(b) plan, all agents must enroll and agree to the rules of solicitation.

403(b) Agent Services

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Visit our COVID-19 resources page for legislation and company updates.

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