Compliance Questionnaire Help Guide
Fidelity Bonds for Your Retirement Plan
Fixing Common Plan Mistakes
What if I own multiple companies?
Changing Bank Accounts
Funding Contributions from Multiple Bank Accounts
Viewing Employee Contribution Rates
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Terminating a Plan
Who do I contact for support?
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
How do I request my distribution?
Required Minimum Distribution (RMD)
How do I know how much is available for a loan?
How to Make Extra Payments on Your Retirement Plan Loan
How to Pay Off Your Retirement Plan Loan
How to Request a Loan
How to Take a Loan from Your Retirement Account
Loan Repayment Requirements
Managing Your Account
Adding a Beneficiary
How do I roll money from another retirement account into my retirement account with ERISA?
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
Updated by Chandler Julian
To roll money from another retirement account into your retirement account with ERISA, you should first check to make sure your retirement account is one that your company's retirement plan can accept. Traditional IRAs are accepted and some Roth IRAs can be accepted too...if you plan allows for Roth.
Once you're ready to request your rollover, have your retirement account provider issue your rollover check according to the following instructions...
Make Check Payable To: Charles Schwab Bank, Acct # [Your Plan's Account Number],FBO [Your First & Last Name]
Regular Mailing Address: Charles Schwab Bank, P.O. Box 81686, Austin, TX 78708
Overnight mailing address: Charles Schwab Bank, 2309 Gracy Farms Ln. Austin, TX 78758
After your rollover check arrives at Charles Schwab Bank, we will deposit it to your retirement account and you will see the balance reflected in your online account and on statements as a "Pre-Tax Rollover" or a "Roth Rollover". We may reach out to you if there are any questions we need your help getting cleared up about the tax treatment of your rollover.