Best Interest Rollover Checklist

For many American workers, the largest investments they may accumulate over their working years will be in qualified retirement plans (such as 401(k), 403(b) or other employer-sponsored plans) or IRAs (individual retirement arrangements under IRC §408). The features, benefits and rules for the various types of plans vary greatly, and it is imperative to understand them before changes/transfers/rollovers are made, since some moves may be irreversible. It is recommended that plan participants and/or IRA owners carefully review the checklist below and verify an understanding of the issues and concepts before making a move with their retirement savings.

To download a full copy of the checklist, click here.

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