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Consolidating Your Assets

If you have a retirement plan balance from previous employment, you may be able to transfer or roll over this balance into your 401(k) or 457 Plan account.

  • 401(k) Plan: Balances from an eligible retirement plan such as a 401(a), 401(k), 403(b), Roth 401(k), Traditional IRA or SEP-IRA may be rolled over into the 401(k) Plan.

  • 457 Plan: Only approved balances from other governmental 457(b) plans may be transferred into the 457 Plan.

To request a Rollover Contribution, you must complete a Rollover Contribution Form or Roth Rollover Contribution Form. For assistance, you may also contact the Plan Information Line and speak with a Customer Service Associate.

 
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