Page History
If you have a retirement account that you'd like to roll into your Reliant 401403(kb) account with Principal Financial, use this form. If you have questions please contact the Finance Department at 401k@reliant.org.
| UI Button | ||||||
|---|---|---|---|---|---|---|
|
Guidestone, log on to MyGuideStone Select the Retirement & Investments Section and choose from the options to either "Loans & Withdrawals>Withdrawals/ Rollover Out" or "Open a new account>Roll Over to GuideStone."
| Info |
|---|
Rollover/Distribution out of a Reliant 403(b) retirement account: Exited employees can request a rollover out of a Reliant 403(b) account into another employer-sponsored retirement account:
Current employees can make withdrawals from the retirement account under the following circumstances: 1) If the employee is still employed with Reliant but has reached "retirement age" which currently starts at 59 1/2
2) If the employee is NOT of retirement age and is currently still employed by Reliant, two types of *withdrawals are allowed (*Note: additional IRS and plan rules apply): 403B Loans and Hardship Withdrawals |
| Include Page | ||||
|---|---|---|---|---|
| ||||
| View file | ||||
|

