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How do I withdraw or rollover if I've reached retirement age?
How do I withdraw or rollover if I've reached retirement age?
Updated over a year ago

If you have reached retirement age of at least 59.5, you may be eligible to either withdraw or rollover your account assets into an IRA, Roth IRA, another 401(k), or other Qualified Retirement Plan.

To request a withdrawal or rollover, complete the distribution-form.pdf and send it to [email protected]

Processing typically takes about 1-2 weeks, though these timelines can vary and it can take up to 15 business days. Once your request is submitted, you will receive an email shortly after. Please expect approximately 2-3 business days for ACH and 7-10 business days for check delivery via USPS addressed from our custodian, Matrix Trust Company.


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