Have a 401k, 403b, Profit Sharing Plan, ESOP, Cash Balance Pension or other Qualified Plan you’d like to move to an IRA you control?
You can easily do it here!
Open your account: Choose Retirement on the following page. Complete your onboarding experience and after choosing Invest Now, you will be given the choice to open your Rollover Account.
Reach us 24 hours a day at 800-871-0521 x 2. Just call us and we can walk you through what you need to do to get on track. We can guide you to the information you need to know on the website or look up information on your plan. Then, we’ll set up your Rollover Call with your plan provider and one of our Rollover Specialists to make sure everything is done just right. At this stage one of three things will happen:
- Your Plan Sponsor / Recordkeeper will transfer funds directly to TD Ameritrade and we’ll notify you once received.
- Your plan sponsor will mail you a check. We will send you, Federal Express, directions on how to handle your rollover from there.
- Your plan sponsor will email or mail you paperwork to fill out to return. In this case, call your 401k rollover specialist at AmericasRetirementPlan.com and we’ll help you with the paperwork and the remaining rollover.
That’s really it! For more on rolling over your plan see locating your 401k in this section.