Retirement Account Integration with rebel Financial


[vc_row full_width=”stretch_row” parallax=”content-moving” parallax_image=”28952″][vc_column][vc_empty_space height=”150″][vc_custom_heading text=”University Employees” font_container=”tag:h2|font_size:30|text_align:center|color:%23ffffff|line_height:1″ use_theme_fonts=”yes” css=”.vc_custom_1600270971173{padding-top: 10px !important;padding-bottom: 10px !important;background-color: rgba(122,68,154,0.59) !important;*background-color: rgb(122,68,154) !important;}”][vc_empty_space height=”150″][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text]

Want to integrate your retirement account(s) with us? This page will guide you through the process.

[/vc_column_text][vc_empty_space height=”52px”][vc_custom_heading text=”(Step 1) Determine The Level of Service For Your Needs” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_column_text]

We have four models to choose from.

[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][mvc_infobox link=”link_box” line_height=”1.5″ title_color=”#000000″ image_id=”28195″ info_title=”Simple” image_size=”200″ btn_url=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-pricing-features-comparison%2F||target:%20_blank|”]Our Simple tier was designed to allow people that have little to no start on investing to be able to! The majority of larger investment firms focus on profitability and want clients to have sizable accounts to obtain their services. We want to provide an affordable financial planning service to provide basic investment services for anyone ready to start.[/mvc_infobox][/vc_column][vc_column width=”1/4″][mvc_infobox link=”link_box” line_height=”1.5″ title_color=”#000000″ image_id=”22399″ info_title=”eRebel” image_size=”200″ btn_url=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-pricing-features-comparison%2F||target:%20_blank|”]Our eRebel tier was designed to be an online based advisor. A great option if you are just starting out with managing your assets or you do not need a lot of hands-on assistance with an advisor. You can upgrade to a higher tier whenever you need more advanced support.[/mvc_infobox][/vc_column][vc_column width=”1/4″][mvc_infobox link=”link_box” title_color=”#000000″ image_id=”21261″ info_title=”Silver” image_size=”200″ btn_url=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-pricing-features-comparison%2F||target:%20_blank|”]Our Silver tier was designed to be a middle ground level of service for our clients. A great option if you want us to manage your assets directly, get comprehensive advice from a lead advisor, and bi-annual meetings.[/mvc_infobox][/vc_column][vc_column width=”1/4″][mvc_infobox link=”link_box” title_color=”#000000″ image_id=”21259″ info_title=”Gold” image_size=”200″ btn_url=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-pricing-features-comparison%2F||target:%20_blank|”]Our Gold tier was designed as the tier with the most value. This option is aimed more towards high net-worth individuals that need in-depth planning and strategy. This plan includes all previous tier perks and bonus features that are not included in the others.[/mvc_infobox][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_btn title=”Start Now” style=”flat” shape=”square” color=”green” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-pricing-features-comparison%2F||target:%20_blank|”][/vc_column][vc_column width=”1/2″][vc_btn title=”Start a Free Trial” style=”flat” shape=”square” color=”green” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Frebelfinancial.com%2Ffree-trial%2F||target:%20_blank|”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column css=”.vc_custom_1600201835032{background-color: #efefef !important;}”][vc_empty_space][vc_custom_heading text=”Understand Our Fee Schedule” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_empty_space][vc_column_text]

Some inquisitions do not allow 3rd party fee billing, meaning if you would like to use rebel Financial as your advisor for your ARP/403b/457b accounts, an alternative fee schedule applies to your service. If you would like to know if your institution does/does not support rebel, please feel free to give us a call and we can talk you through the process.

[/vc_column_text][vc_empty_space][vc_row_inner][vc_column_inner width=”1/2″][vc_btn title=”Fee Schedule” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2F2019%2F07%2FFee-schedules-20195-e1564075734250.jpg||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/2″][vc_btn title=”Alternative Fee Schedule” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2F2019%2F07%2FFee-schedules-20194-e1564075722568.jpg||target:%20_blank|”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][vc_custom_heading text=”(Step 2) Choose The Option You Want To Integrate With Us” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][/vc_column][/vc_row][vc_row][vc_column css=”.vc_custom_1600201826532{background-color: #efefef !important;}”][vc_custom_heading text=”457b Integration/Account Setup” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_column_text]

(If you have a pre-existing account, skip to step 3)

[/vc_column_text][vc_empty_space height=”16″][vc_tta_accordion style=”flat” shape=”square” color=”violet” c_icon=”chevron” c_position=”right” active_section=”0″ no_fill=”true” collapsible_all=”true”][vc_tta_section title=”(1) Complete SRA Form” tab_id=”1564076923999-7f2fa794-f32b”][vc_column_text]Fill out your University/Institution’s Salary Reduction Agreement Form and turn it into HR.

Ohio State University

Ohio University[/vc_column_text][/vc_tta_section][vc_tta_section title=”(2) Choose Your Provider” tab_id=”1564075987381-64b89555-2711″][vc_column_text]Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][accordion_father][accordion_son title=”TIAA”]Ohio University[/accordion_son][/accordion_father][/vc_column_inner][vc_column_inner width=”1/2″][accordion_father][/accordion_father][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”(3) Contact Us” tab_id=”1564076162700-24bb533f-3fb7″][vc_column_text]Let us know you have submitted your SRA form to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here[/vc_column_text][/vc_tta_section][vc_tta_section title=”(4) Client Agreement” tab_id=”1564076393249-83d63cd2-2448″][vc_column_text]We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit (not applicable for UC Employees).[/vc_column_text][/vc_tta_section][vc_tta_section title=”(5) If You Had A Previous 457b” tab_id=”1564076430126-32862f0f-48d0″][vc_column_text]You can get instructions on how to rollover your account here[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][/vc_column][/vc_row][vc_row][vc_column css=”.vc_custom_1600200656224{background-color: #efefef !important;}”][vc_custom_heading text=”403b Integration/Account Setup” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_column_text]

(If you have a pre-existing account, skip to step 3)

[/vc_column_text][vc_empty_space height=”16″][vc_tta_accordion style=”flat” shape=”square” color=”violet” c_icon=”chevron” c_position=”right” active_section=”0″ no_fill=”true” collapsible_all=”true”][vc_tta_section title=”(1) Complete SRA Form” tab_id=”1564076949896-5028f266-b7d7″][vc_column_text]Fill out your University/Institution’s Salary Reduction Agreement Form and turn it into HR.

Ohio State University

Ohio University

Columbus State 

University of Cincinnati

Wright State University 

University of Dayton

Columbus Public Schools

Dublin City Schools[/vc_column_text][/vc_tta_section][vc_tta_section title=”(2) Choose Your Provider” tab_id=”1564076949954-3d233149-8602″][vc_column_text]Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][accordion_father][accordion_son title=”TIAA”]Ohio University

University of Cincinnati[/accordion_son][/accordion_father][/vc_column_inner][vc_column_inner width=”1/2″][accordion_father][accordion_son title=”Fidelity”]University of Cincinnati[/accordion_son][/accordion_father][/vc_column_inner][/vc_row_inner][vc_column_text]Columbus State ID: 55703

University of Cincinnati ID: 51408

Wright State University ID: 00236

University of Dayton: ID: 90135

Columbus State ID: 55703

Columbus Public Schools ID: 73488

Dublin City Schools ID: 62151[/vc_column_text][/vc_tta_section][vc_tta_section title=”(3) Contact Us” tab_id=”1564076950004-cdaee69b-6d4f”][vc_column_text]Let us know you have submitted your SRA form to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here[/vc_column_text][/vc_tta_section][vc_tta_section title=”(4) Client Agreement” tab_id=”1564076950056-f27f2329-e6a4″][vc_column_text]We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit (not applicable for UC Employees).[/vc_column_text][/vc_tta_section][vc_tta_section title=”(5) If You Had A Previous 403b” tab_id=”1564076950114-138e615a-e3ed”][vc_column_text]You can get instructions on how to rollover your account here[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][/vc_column][/vc_row][vc_row][vc_column css=”.vc_custom_1600200734392{background-color: #efefef !important;}”][vc_custom_heading text=”ARP Integration/Account Setup” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_column_text]

(If you have a pre-existing account, skip to step 4)

[/vc_column_text][vc_empty_space height=”16″][vc_tta_accordion style=”flat” shape=”square” color=”violet” c_icon=”chevron” c_position=”right” active_section=”0″ no_fill=”true” collapsible_all=”true”][vc_tta_section title=”(1) Complete Election Form” tab_id=”1564077351041-0f2b3330-c18f”][vc_column_text]Complete your election form with the University and submit to HR (this must be done before the 120th day of your hire; do not wait until the last minute or you will be defaulted into the pension).

The Ohio State University

Ohio University

University of Cincinnati 

Wright State University

 

[/vc_column_text][/vc_tta_section][vc_tta_section title=”(2) Vendor Change” tab_id=”1564077351100-6538e843-6e7e”][vc_column_text]Complete your vendor change form and submit to HR.

The Ohio State University

Ohio University

University of Cincinnati 

Wright State University[/vc_column_text][/vc_tta_section][vc_tta_section title=”(3) Choose A Provider” tab_id=”1564077782429-562baf50-1331″][vc_column_text]Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][accordion_father][accordion_son title=”TIAA”]Ohio University

University of Cincinnati[/accordion_son][/accordion_father][/vc_column_inner][vc_column_inner width=”1/2″][accordion_father][accordion_son title=”Fidelity”]University of Cincinnati[/accordion_son][/accordion_father][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”(4) Contact Us” tab_id=”1564077351163-44e96ed1-9dfb”][vc_column_text]Let us know you have submitted your  forms to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here[/vc_column_text][/vc_tta_section][vc_tta_section title=”(5) Client Agreement” tab_id=”1564077351216-1c92e4f5-0113″][vc_column_text](Only if you had a previous ARP) We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit.[/vc_column_text][/vc_tta_section][vc_tta_section title=”(6) Rollover Your Old Account” tab_id=”1564077351278-648333c1-4fd8″][vc_column_text]You can get instructions on how to rollover your account here[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][vc_custom_heading text=”Want To Get Started?” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_custom_heading text=”Let’s Answer Your Questions and Get You Set Up.” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_custom_heading text=”No worries, your first appointment with us is complementary.” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_empty_space height=”15px”][mvc_button anim_style=”bg_transition” bg_trans=”hvr-sweep-to-right” align=”center” padding_top=”7″ padding_left=”15″ btn_size=”25″ btn_icon=”fa fa-calendar” btn_text=”Schedule Now” btn_url=”url:https%3A%2F%2Fgo.oncehub.com%2FrFAdvisors||target:%20_blank|” btn_clr=”#ffffff” btn_bg=”#7a449a” btn_hvrclr=”#ffffff” btn_hvrbg=”#0a0a0a”][vc_empty_space height=”52px”][/vc_column][/vc_row]