Transferring or rebalancing your investments How do I transfer or rebalance the investments in my Retirement Plan Account? Follow these instructions to transfer or rebalance the investments in your Retirement Plan account. You may initiate investment transfers of your...
Transfer the Account to an IRA or to Another Eligible Plan How to transfer to an IRA or other plan The Participant may elect to transfer all or part of their account balance to an outside IRA (not Envoy IRA) or another eligible plan. (Distribution expenses apply.) ...
Top Tax Questions Summarize your article content to let people quickly see if their answer is here, and to help search engines find it too. It is a pleasure to serve you by providing the following information. This page provides answers to several frequently asked...
Taking Out a Loan How do I take out a loan from my retirement plan account? Your employer-sponsored retirement plan may allow you to borrow from your account. If your plan allows Participant loans, the available loan amounts are governed by Internal Revenue Code and...
Separation from service distribution process How do I process a separation from service? The Participant Separation from Service Checklist provides step-by-step instructions for processing each Participant who has separated from service. It also allows you to fully...
