NOTICE: The Cupertino branch is closing at 10:30 am Friday, April 21 due to construction. Normal business hours will resume Monday, April 24. To find another branch click here.

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  • 401(k) Rollovers and IRA Transfers

    Let us help simplify the process of consolidating your retirement assets.

    Change can be good — it can also lead to a fresh discussion about your IRA or 401(k) strategy. Sit down with one of our Financial Advisors to discuss your options. We can assess your current plan to determine if it will continue to meet your needs, based on your financial goals. If not, we’ll suggest strategies that will better address your objectives for the future.

    Leaving Your Employer?

    To preserve the tax-deferred status of your retirement savings, your funds must be deposited into another 401(k) or rollover IRA within 60 days of withdrawal from an employer’s plan.

    To avoid potential penalties and a 20 percent federal income tax withholding from your former employer, you may wish to arrange for a direct, institution-to-institution transfer where possible.

    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.

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We look forward to chatting with you.

(800) 553-0880

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We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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