How Do I Roll Over
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With our online tools and top-rated customer service, rolling over your old 401(k) has never been easier. Our 401(k) Rollover Planner will walk you through the process step-by-step.
Whether you've changed jobs, experienced a job loss, or retired, it's important to make a smart decision regarding your old 401(k). Learn about the benefits of a Rollover IRA.
SmartChoice
RolloverSM IRA
Looking for the easiest way to select the right retirement fund? A SmartChoice RolloverSM IRA simplifies the process.
Select your age
We offer complimentary services
just for you.
Call us at 800-409-0978 to learn more.
*Morningstar FundInvestor, June 2010. Morningstar evaluated the 30 largest fund groups (based on asset size) on the following measures: manager retention rates over the last 5 years; average fund management tenure (how long the portfolio managers have managed their funds); fund managers' investment in the funds they manage; 3-year asset-weighted performance of all share classes; and Morningstar Stewardship Grades, which evaluate a fund group's culture, fees, boards of directors, manager incentives, and regulatory records. Data used was as of 5/31/10 except for manager retention, which is through 12/31/09.
Copyright © 2010 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Copyright © 2010 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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