If you have retirement savings with other retirement providers, you may be able to roll them over to your Accrue account. Whether you’ll be able to move your funds will depend on the type of account they’re coming from.
You should speak with a financial adviser or tax advisor to determine the best course of action for your particular situation and to evaluate all providers equally before executing any transaction from your prior provider.
The chart below can help you determine if your funds will be eligible for a rollover to Accrue.
Ready to get started?
Find out how to begin the rollover process with Accrue.
¹ Simple IRAs cannot be rolled over to a 401(k) (pre-tax) unless at least 2 years have passed since the first contribution was made to the Simple IRA. Starting in 2024, the 2-year requirement will be waived for SIMPLE IRA plans that terminate mid-year and transition to a Safe Harbor 401(k) plan provided the SIMPLE IRA balance is rolled into a 401(k) or 403(b) plan that meets certain requirements.
² Funds will be distributed between traditional and Roth balances based on their origin (i.e., Roth funds will rollover to a Roth balance).
³ Non-Roth after-tax in a 401(k) cannot be rolled over to a Accrue 401(k).