Rolling In

Provided are the step-by-step instructions for rolling into your savings plan in planwithease.

For toll-free TPA phone assistance, call 855-464-6928.

Check your employer's plan details to determine if this option is available in your plan.

Instructions

1. Log into planwithease:  Need login help?
2. Select Manage Investments (in header or below dollar amount).
3. Click on Exchanges/Rollovers.
4. In the dropdown box, select Rollover Into Plan.
5. Enter account information from the account you are rolling into 403b account.
6. Select Submit and then “I AGREE”.
7. Place cursor on Documents and select Reports/Letters.
8. Click on the arrow by Reports /Letters Group. Print the Approval Letter and send it to the provider along with the provider’s rollover form.