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Brown Cafe UPS Forum
UPS Retirement Topics
Rolling IRA into UPS Teamsters 401k
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<blockquote data-quote="onestoptogo" data-source="post: 2295365" data-attributes="member: 28490"><p>Because of the favorable fees that we enjoy with 401k plan and a desire to have my retirement accounts centralized, I looked into rolling over my traditional IRA into 401k plan. In the FAQ's about the 401k plan it states the plan accepts IRA rollovers at any time. I found out this is not necessarily true. They will only take what is called conduit IRA's, which are retirement accounts that have been rolled over from a previous employer's 401k. I am passing this information on for anybody else who had thoughts about doing this in the future.</p></blockquote><p></p>
[QUOTE="onestoptogo, post: 2295365, member: 28490"] Because of the favorable fees that we enjoy with 401k plan and a desire to have my retirement accounts centralized, I looked into rolling over my traditional IRA into 401k plan. In the FAQ's about the 401k plan it states the plan accepts IRA rollovers at any time. I found out this is not necessarily true. They will only take what is called conduit IRA's, which are retirement accounts that have been rolled over from a previous employer's 401k. I am passing this information on for anybody else who had thoughts about doing this in the future. [/QUOTE]
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Rolling IRA into UPS Teamsters 401k
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