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Updated over 7 years ago on . Most recent reply

User Stats

43
Posts
8
Votes
Jason Moran
  • Emergency Room RN
  • Magnolia, TX
8
Votes |
43
Posts

Rolling over my 401k

Jason Moran
  • Emergency Room RN
  • Magnolia, TX
Posted
Do I have to leave my current employer to roll over my 401k to a SD IRA? My HR department is no help and Fidelity isn't much help either

Most Popular Reply

User Stats

13
Posts
8
Votes
Rachit M.
  • New Jersey
8
Votes |
13
Posts
Rachit M.
  • New Jersey
Replied

It depends on the plan. You might be able to do a in-service rollover, but it really depends on the 401k plan. Ask your HR department for the plan administrator's phone number since they are the experts of the 401k plan since they are the ones that designed it. 

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