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Unlike a 401(k) loan, the funds need not be repaid. For those who would prefer not to rely on their new companys 401 plan’s investment offerings, rolling over a 401 to an ira is another option. Movement of money between the same plan types, excluding 403(b) plans [401(a) to 401(a), 401(k) to 401(k), 457(b) to 457(b)], will be requested as..
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Let us help you and your employees invest in yours. Web at this point, you can complete the ira distribution form by telling the custodian how to transfer the money to you. (if you need more space, use the reverse of this form.) 1. I intend to continue working.
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