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When can I take money out of my account?
When can I take money out of my account?
Updated over 2 months ago

Each 401(k) plan has different rules about when you are allowed to take money out, withdraw, rollover, or transfer the balance from your account.

Most 401(k) plans only allow you to take money out of your account, either as a withdrawal or rollover, if you are at least 59.5 years old or if you are no longer employed by your company.

Download the Summary Plan Description under My Documents to see what kinds of distributions your 401(k) plan allows.

Where do I find the Summary Plan Description?

  1. After logging in, click My Documents in the top menu.

  2. Scroll down to Plan Documents.

  3. Keep scrolling until you see Summary Plan Description and click the blue PDF icon to download it.

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