• 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 Vestwell 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• You've Just Withdrawn Money From Your Account.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