Financial Management Network (PI)

I want to

Roll an existing pension, 403(b), 401(k), or defined benefit plan into my 403(b)

If you want to roll an existing plan into your 403(b) there are a few things we should check before going through all the paperwork. 

  • Is the account a 401(k) or other defined benefit plan, a traditional IRA, or another 403(b)? If so, Great! You can roll these accounts into your ADP 403(b). To start the process CLICK HERE.  

  • Is the account a Roth IRA or brokerage account? Unfortunately, these accounts cannot be rolled into a 403(b). If you return to the American Funds section on the “I want to” section of the website, you can review how we can best assist you with these accounts!

  • You are encouraged to discuss rolling money from one account to another with your financial advisor/planner, considering any potential fees and/or limitations of investment options.