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Yes. Ascensus is a truly independent provider, so you will always have the freedom to choose your financial advisor.
Investments can be changed up to 30 days prior to the conversion date and after the transition is complete and the assets transferred are reconciled by Ascensus.
No, your recordkeeping fees will not increase as a result of this transition.
Your dedicated support team is ready to help.
If you have any questions about your plan conversion or new plan experience, please reach out to your consultant or contact us through this form