Retirement Plan Services

Benefits of Rolling Over Into Your 401(k) Plan

1. Consolidate your investments
2. Have the ability to access your qualified plan dollars through a 401(k) Loan
3. Take advantage of high quality investments and low fees in your 401(k) Plan

Do you have a balance in another 401(k) Plan that you would like to transfer into PLANRight? If yes, you may qualify for a rollover into your current plan administered by PLANRight. Rollovers are eligible on an individual basis to participants that are enrolled with PLANRight and have assets in a prior "qualified retirement plan."

(To facilitate a transfer of an entire 401(k) Plan's balance for all participants in that plan, please contact Clyde Palmer in PLANRight's Merger Department 1-800-356-3009 ext. 1012.)

The following investment vehicles are eligible for rollover into a 401(k) account: Qualified 401(k) plans, Traditional IRAs, Conduit IRAs, Government 457 plans, and IRC 403(B) Plans. To rollover any of these qualified plan balances into PLANRight, please print, fill out, and attach the form (download pdf form) to the check and mail it to PLANRight Retirement Plan Services. to the attention of Darlene D'Silva. If you have any questions concerning your rollover into PLANRight, please contact Darlene D'Silva at 1-800-356-3009 ext. 2028. (Click on "form" to get a printable copy of the rollover form.)