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Rollovers & Withdrawals

  • How to Request a Withdrawal After Leaving Employment
  • How to Request an Auto-Enrolled Contribution Withdrawal
  • A Guide to Understanding Your 1099-R
  • Withdrawing Money in Retirement
  • The Ins and Outs of a 401(k) Rollover
  • Direct Rollover vs. Indirect Rollover
  • How to Request a Rollover Into Your Account
  • Why We Need Incoming Rollover & Distribution Forms
  • How Do I Request a Rollover to My Account From a Simple IRA
  • Rollover Request Form FAQ
  • How to Request a Rollover Out Of Your Account
  • How to Request a 401(k) Withdrawal
  • You've Just Withdrawn Money From Your Account. What's Next?
  • How to Request a Loan from Your 401(k)
  • Repaying Your Loan While Employed
  • What Happens if a Loan Defaults?
  • Loan Repayment Upon Termination
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