Thinking about moving your Plan 3 investments to the self-directed option? Here’s what you need to know about the process and timeline.
Requests to move out of the Washington State Investment Board (WSIB) fund are only processed once a month—on the 28th.
After your investments are sold, there’s a mandatory 30-day holding period where your funds sit idle, earning minimal interest.
Once the holding period ends, your funds are deposited into your chosen self-directed investment account.
In this example, a transfer requested on November 5th wouldn’t complete until early January. Timing is everything, so plan ahead to avoid delays in reinvesting!
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DISCLAIMER
**Advisory Services offered through Intirety, LLC a registered investment adviser. Intirety LLC and Scenic Financial are not associated with the Washington State Department of Retirement in any way. Scenic Financial makes content available as a service to its clients and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. 🕸️
