How do I roll my account into an IRA?

• Ensure that your current 401(k) is 100% vested
• Open an IRA – need help opening an IRA? Schedule a time to meet with us here
• Request a rollover distribution from the prior recordkeeper. Typically, the payment will be a check sent directly to your new IRA recordkeeper. If it's sent to you then you will send it along to the new IRA recordkeeper
• Confirm your dollars arrived in your new IRA. We advise checking two weeks after initiating this process because there are many moving parts and administrative steps behind-the-scenes.