Keep assets in plan
Review when staying in a former employer plan may be available.
Plan documentsRollover
Rollover guidance
Compare common rollover paths and understand considerations before moving retirement assets.
Review contributions before payroll cutoffKeep beneficiaries currentCompare Roth and pre-tax savings choicesStatements and plan notices are available onlineUse secure sign-in for account details
Review contributions before payroll cutoffKeep beneficiaries currentCompare Roth and pre-tax savings choicesStatements and plan notices are available onlineUse secure sign-in for account details
Move to IRA
Compare control, fees, investment choices, and tax considerations.
Talk to supportAvoid cash-out surprises
Understand withholding, penalties, and long-term savings impact.
Learn moreReady for the next step?
Use the participant portal or contact support for help choosing the right path.