A rollover of qualified plan assets into an IRA is not your only option. Before deciding whether to keep an existing plan, or roll assets into an IRA, be sure to consider potential benefits and limitations of all options. These include total fees and expenses, range of investment options ava...
IRA Rollover Application. To open a Standard Brokerage Account (Individual or Joint) or a Retirement Account (403b, 401k, SEP, Roth, etc.) fill out and submit this New Standard Account Application. If you are unsure of the type of account you need or have any questions, please call 1-8...
IRA and 401K rollovers Asset transfer / product transfer forms Remote account opening: Key considerations Helping new and existing bank customers open new accounts and manage changes to existing accounts is a tricky endeavor, especially when these activities are completed remotely. Building trust in a...
Retirement account rollover Consider this option only if you have at least $50,000 saved in a retirement account, such as an IRA or a 401(k) (Roth IRAs are not eligible). You can borrow 100 percent of your savings (if you need that much money), and you’re not required to pay ear...