RiversEdge is currently the Third Party Administrator (TPA) for many of the Marotta-managed Retirement Plans
The form is amazingly straightforward. Once the paperwork has been processed though, it can be difficult to find out how much was converted.
Designating your beneficiaries is an important step in setting up and managing your retirement plan account.
To do an in-service rollout of your vested profit sharing balance, you use the “RiversEdge In-Service Withdrawal Request Form.”
You can switch your investment election online through these simple steps.