TSA/403(b)

New regulations have changed the 403(b) marketplace. Please use this guide to help you understand how we plan to facilitate 403(b) business in this new environment. If you have any questions, or want to confirm if an information sharing agreement is in place, please contact the Retirement Strategies Group at (800) 722-2333, ext. 3939 or in New York (800) 748-6907, ext. 3939.

 

Important!
Prior to submitting 403(b) business (contributions and transfers) please verify with the employer (or employer TPA) that Pacific Life is an approved investment option and that an information sharing agreement has been executed and signed by both parties.

 
For Use With Clients
Additional Tools
  • Calculators
    Run product illustrations online or use our online calculators to assist in tax planning, retirement planning, distribution planning, and investment fee comparisons.

 

To obtain a sample Information Sharing Agreement, please contact the Retirement Strategies Group at (800) 722-2333, ext. 3939.

Information Sharing Agreements can be returned by fax or mail.

 

Fax:
Attn. Retirement Strategies Group

(949) 219-6959

Mail:
Pacific Life
Attn. Retirement Strategies Group
700 Newport Center Drive
Newport Beach, CA 92660

 
FINANCIAL PROFESSIONALS

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Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency