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Insperity 401k rollover form 2025

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The document is a Rollover Contribution Form for the Insperity 401(k) Plan, detailing the process for employees to request a rollover of funds from previous retirement accounts into the plan. It includes sections for employee information, contribution details, and certification requirements from both the employee and the distributing plan administrator. Important instructions and reminders are provided to ensure proper completion and timely processing of the rollover.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I contact Insperity customer service?

For assistance, please call our Insperity Contact Center toll-free at 1-866-715-3552. Our call hours are open from 7am 7pm CST, Monday Friday. You can also send an email to ContactCenter@Insperity.com. Visit our careers site for job postings.

How do I get ahold of my 401k?

How to find your old 401(k) Your previous employer. Your previous plan administrator. Your states unclaimed property database. The Pension Benefit Guaranty Corporation (PBGC) The Employee Benefits Security Administration (EBSA) Abandoned Plan Program. The EBSA Retirement Savings Lost and Found Database.

Can 401k rollover be done electronically?

Your 401(k) administrator may send a paper check to you or to the institution where you are opening your IRA, or the money may be rolled over digitally via wire transfer. If you receive a check in the mail, youll need to make sure its sent along to your new account within that 60-day window. Act quickly.

How do I have to rollover my 401k from a previous employer?

The process is usually simple. You can request that the 401(k) administrator at your old company move the funds into your new employers plan through whats known as a direct transfer.

Should I rollover my 401k to a new employer or IRA?

Generally its best to rollover an old 401k to an IRA. However, one notable exception is if you currently or plan to make backdoor Roth IRA contributions. If you rollover a 401k to an IRA, you cant make backdoor Roth contributions (due to the pro-rata rule) unless you rollover the IRA balance first.

How do I contact insperity 401k?

For assistance, please call our Insperity Contact Center toll-free at 1-866-715-3552. Our call hours are open from 7am 7pm CST, Monday Friday.

What is the phone number for Insperity 401k?

To learn more about whether an Insperity Choice 401(k) plan is right for you, call us at 800.465. 3800 or visit insperity.com/retirement.

How do I contact my 401k associated bank?

If you have any questions about retirement planning or how your employers 401(k) plan fits into your overall retirement strategy, give us a call at 800-236-8866, schedule an appointment or stop in at any of our Associated Bank locations.

Insperity 401k rollover form 2025

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