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Call us at 866-647-1742 for objective guidance and answers to your rollover questions.

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  • Rollover IRA

    Let's make this easy. Call 866-647-3134.

    What is a rollover IRA?

    A rollover IRA is one of several options to consider for your former workplace retirement plan, such as a 401(k).

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    Why roll over with us?

    We offer low-cost, actively managed mutual funds with no loads, commissions, or sales charges.

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    How do you start?

    Call 866-647-3134 to talk to a specialist, and we'll guide you step by step.
     

    *Based on cumulative total return, 12 of 12, 12 of 12, 12 of 12, 9 of 9, and 2 of 3 (67%) of the Retirement Funds for individual investors outperformed their Lipper average for the 1-, 3-, 5-, and 10-year and since-inception periods ended 9/30/14, respectively. The Retirement 2010, 2020, 2030, 2040, and Income Funds began operations on 9/30/02; the 2005, 2015, 2025, and 2035 Funds began operations on 2/29/04; the 2045 Fund began operations on 5/31/05; and the 2050 and 2055 Funds began operations on 12/31/06. (Source for data: Lipper Inc.)