WebFor 403(b) and 401(a)/(k) plans, this is a Rollover transaction. For governmental 457(b) plans, this is a roll-over unless Fidelity receives direction to process as a transfer. A Rollover IRA. This is a Rollover transaction. After-tax value may not be rolled from an IRA. A Traditional IRA or SEP IRA. This is a Rollover transaction. WebFeb 1, 2024 · A 401 (k) rollover is when you direct the transfer of the money in your 401 (k) plan to a new employer-sponsored retirement plan or an IRA. 401 (k) rollover options Let’s start with your options when it comes to your old 401 (k). Leave your money with your old employer’s 401 (k) plan.
Chat with a Fidelity Representative: Fidelity Investments
Web800-343-3548 These departments have specific phone numbers Expand all Collapse all 401 (k), 403 (b), 457, health plans, pension, HR/payroll, and Workplace benefit plans Fidelity Automated Service Telephone (FAST®) International trading Managed Accounts ATM/debit and credit cards Fidelity Charitable® Giving Account® Annuities Term life … WebCall us at 800-247-8000 ext. 2251 to talk through your options and determine if an IRA is right for you. Or, select and open an IRA online. Additional options There are several options for your retirement savings and each has pros and cons to consider. Learn more about your retirement savings options (PDF). red henbit
How To Contact Fidelity 401k - 401kInfoClub.com
WebNov 21, 2024 · Fidelity Go has a limited number of options as you’ll choose from taxable accounts, traditional individual retirement accounts (IRAs), Roth IRAs, rollover IRAs and health savings accounts (HSA ... WebMar 1, 2024 · by calling Fidelity If you are rolling over your Fidelity 401 (k) to an IRA at Fidelity, you can request a rollover online, through your NetBenefits account. For rollovers to another institution, you’ll have to call or use the form. Authorize via Form WebMar 2, 2024 · If you are rolling over into a new 401 (k) at Fidelity, the check should be made out to Fidelity Investments Institutional Operations Company, Inc. (or FIIOC), FBO [your name]. Then place the call. Be prepared for a little hold time but in our experience the entire call should take no longer than 30 minutes. What do I request on the call? red hen baking company case study