IMPORTANT NOTE REGARDING YEAR-END DISTRIBUTIONS:
- PARTICIPANTS: Distribution requests should be submitted by December 5th to allow adequate time for all necessary approvals and processing before the end of the year.
- SPONSORS/TPAS: Requests must have all required approvals by December 19th to guarantee payout in 2025.
Our offices will be closed January 1st, 2025 for New Year’s Day.
All transfer requests submitted after 3:00pm CST on December 31st will be processed January 2nd.