Millennium Trust is here to make rolling over your IRA balance to your current 401(k) as easy as possible. We have outlined the key steps below to help simplify this process for you. Please note, an IRA to 401(k) plan rollover typically takes a few weeks to complete, end-to-end, depending on the responsiveness of your HR department and your 401(k) plan provider.
Follow these four simple steps:
Millennium Trust is here to help. If you have any questions or prefer to speak with one of our Rollover Specialists, please contact us at 800-258-7878 during our hours of operation, Monday – Friday, 7:00am – 6:00pm CT.