Resources Category: Rollovers

When is the right time to roll over your 401(k) from a former employer into a different retirement account? Here’s everything you need to consider.

Wondering What to Do With Your Old 401(k)?

Gunter Johannes / 12 Aug 2020

Guidance for handling multiple 401(k)s.

How to rollover or withdraw your funds from your Ubiquity 401(k) account into an account outside of Ubiquity.

Types of Rollovers

Gunter Johannes / 5 Aug 2020

How to verify if your rollover balances are allowed to be rolled into a 401(k) plan.

How to rollover your funds from an outside account into your Ubiquity 401(k) account.

Read Ubiquity's Guide to Small Business 401(k) Plans
Download Your 401(k) Guide Now

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

Facebook Twitter LinkedIn YouTube

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104