401k Rollover Checklist
Options and Process When Rolling Over a Retirement Account
One of the most important decisions to make when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. There are several options to consider including leaving your account in your former employer’s plan, transferring it to your new employer’s plan, taking a cash distribution, or rolling it into an IRA. This checklist will walk you through your options and the process of rolling over your retirement account.