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Rollover Request - Retirement Plan Consultants LLC

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The document is a 'Plan Account Rollover/Exchange Request' form that allows participants to request the rollover or exchange of funds into their employer's retirement plan. It outlines the necessary steps, including providing personal information, current account details, and rollover instructions. The form must be completed with original signatures and accompanied by a recent account statement for processing. Participants are advised to verify with their employer or the resigning Insurance Company/Custodian regarding any additional requirements.

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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 rollover my retirement plan to a new employer?

A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan.

How do I rollover my retirement plan?

What Does a Retirement Consultant Do? A retirement consultant works with individuals or organizations to offer guidance on retirement plans and related financial products. Your responsibilities are to consult with each client to learn more about their future financial goals and needs.

How do I roll over my retirement funds?

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.

What happens if you dont roll over your 401k within 60 days?

Top Places to Roll Over Your 401(k) in 2025 Fidelity IRA: Best overall rollover IRA. SoFi IRA: Best rollover IRA for beginners. Vanguard Personal Advisor: Best rollover IRA for advanced investors. Betterment IRA: Best rollover IRA for socially responsible investing. Wealthfront IRA: Best rollover IRA for large accounts.

What does a retirement plan consultant do?

To roll over your 401(k) from your old job to your new job, you should contact the administrator of your new employers 401(k) plan and ask for the account address for the plan. Next, give the account address to your old plans administrator and ask them to transfer the funds directly to the new 401(k).