You cleaned out your desk…
Did you leave your 401k at your old job?
When you leave a job that had a 401k it is easy to take control of those funds and make them work for you!
With a self-directed plan you are in control!
1Open your account by filling out an Application
Click to Open an Account
2Complete a Rollover Form to let us know where your funds are coming from.
Roll Over /Direct Rollover Form
3Contact your current 401k Administrator to request a Direct Rollover to an IRA.
4Once your funds have arrived, choose your self-directed investment.