If you have a retirement account that you'd like to roll into your Reliant 403(b)(9) account with Principal Financial, log on to Principal.com.  Select the Rollovers Section and choose from the options to either "Explore Rollover Options" or "Start Your Rollover." 


Rollover/Distribution out of a Reliant 403B retirement account:

Exited employees can request a rollover out of a Reliant 403B account into another employer-sponsored retirement account:

1) See Termination/Exit Employment with Reliant) 

Current employees can make withdrawals from the retirement account under the following circumstances:

1) If the employee is still employed with Reliant but has reached "retirement age" which currently starts at 59 1/2

    • Withdrawals can be made payable to the employee and tax forms will be distributed to the employee by Principal at year-end to report those distributions when filing their taxes(See Withdrawal (Age 59 1/2 or Higher)
    • Rollovers into another retirement or investment account of the employee can also be made. (See Withdrawal (Age 59 1/2 or Higher)
    • Withdrawals made payable to the employee to be used as parsonage and tax forms will be distributed to the employee by Principal at year-end to report those distributions when filing their taxes (if the employee contributed those funds to the account when they were employed as a minister by Reliant) See Withdrawal as Parsonage (Age 59 1/2 or Older )

2) If the employee is NOT of retirement age and is currently still  employed by Reliant, two types of *withdrawals are allowed (*Note: additional IRS and plan rules apply): 403B Loans and Hardship Withdrawals