Rollover to a Member Benefits IRA

Do you or your spouse have an IRA, 401(k), 403(b), 457(b), SIMPLE IRA, and/or SEP IRA with other companies? If so, you’re probably paying multiple annual fees.*

Managing your investment accounts is easier when you consolidate. Consider rolling over into our IRA program where you’ll pay ONE low administrative fee up to an annual fee cap.**

An IRA is a great way to save for your future. Increase your retirement savings and take advantage of tax benefits. We offer both our Roth and Traditional IRAs. Traditional IRAs give you tax-deferred growth and possible tax deductibility now, while Roth IRAs offer tax-free growth, meaning no taxes at all later on.

And our IRA program is open to family members! Your family, including your spouse or domestic partner, children and their spouses, parents, and parents-in-law, may also be eligible to participate in our IRA program.¹

We can help you complete your transfer or rollover in a few easy steps. It only takes about five minutes with the help of one of our technical assistants.

Give us a call at 1-800-279-4030 or begin the process.

*Be sure to consider all your available options and the applicable fees and features of each option before moving your retirement assets.

**A minimum annual fee of $25 will apply to accounts that have no annual contributions. Mutual fund management and
redemption fees may apply.

1 To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Restrictions may apply. Certain state residency required.