PERAPlus 401(k) Plan

Direct Rollovers to the Plan

You may roll over money to the pre-tax or Roth accounts in the Plan.

You may roll over pre-tax funds from 401(a), 401(k), 403(b), governmental 457(b), and IRAs to your PERAPlus 401(k) pre-tax account.

You may roll over Roth funds from 401(k), 403(b), and governmental 457(b) accounts to your PERAPlus 401(k) Roth account.

For rollover instructions and to print a 401(k) Plan Rollover form visit the Forms section of this website.