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What is a 401k Rollover Request?
Your 401k probably isn't doing you much good sitting stagnant in an old account. But a 401k Rollover Request can help get your retirement really rolling again. Maybe you're in a new job and are getting matching funds from your employer. Nice work! You'll gather even more interest if you roll over old accounts into this one. Or maybe it's time for retirement. There's more to it than dusting off the golf clubs and volunteering to babysit grandkids. Don't forget about your retirement account from your working days. It can still be going to work for you - even if your work is now relaxing, traveling, and volunteering. A 401k Rollover Request helps make managing your retirement funds easy.
When to use a 401k Rollover Request:
- You want to provide notice of an election to "roll over" a 401k account balance.