How Is a Direct Rollover From a 401(K) or Other Employer-Sponsored Plan to STRATA Accomplished?

Whether you are retiring, changing jobs or separating from employment for any other reason, leaving a job can be the perfect opportunity to reevaluate your retirement plan needs. Moving your retirement funds to a Rollover IRA can seem like a daunting task, but it is really quite simple if you follow these easy IRA rollover rules: 

Step 1: Contact your plan administrator to get the distribution packet and complete the paperwork by selecting a direct rollover to STRATA. 

Step 2: If you’re not already an account holder, you’ll need to open an IRA. Just follow the easy steps outlined in the IRA Account Kit.   

Step 3: Return the completed forms in the distribution packet to your plan administrator and provide a copy to STRATA.