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.