How to Roll Money into the Plan

You can use this page as a reference for participants who want to transfer money from a former retirement plan or IRA into your plan. For example:

Check Payable to: FBO Sample 401(k) Plan, Account #123456 FAO [Your Name]

Send Check to: Major Bank, ATTN: Joe Example, PO Box 8675309, Retirementville, ST 43770

Overnight Address: Major Bank, ATTN: Account Services, 62845 Savings Blvd, Bldg 5, Retirementville, ST 43770

If the custodian requires a certification document, you can download one here.

If you are new to the plan, be sure to login to your account and setup your investment elections. This will determine how the rollover funds are invested once they are deposited into the plan.