If I leave my current employer, what can I do with my retirement plan funds?

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You will generally have the following options for your retirement assets:

  • Transfer the assets to a different IRA
  • Transfer the assets to your new employer’s plan
  • Leave the assets in your current employer’s plan
  • Take your funds in cash and pay taxes and applicable penalties on your distribution.

Your options will be determined by the provisions of your current and new employer’s plans. To get the paperwork to process your termination, log in as a participant and go to¬†Termination Package. You can complete these forms online, then print, sign and forward them to us.