If you have an existing retirement plan account with a prior employer, pre-tax contributions under a traditional IRA or amounts under another eligible retirement plan, such as a 401(k), 403(b) or governmental 457(b) plan, you may be able to roll over those amounts into your new plan at the time of enrollment or anytime once you become eligible to receive a contribution under the plan. Your benefits manager can help determine whether you are eligible to make a rollover at this time.

If you have retirement plan assets with a former employer, you can roll them into your account with The Hartford. Speak with your benefits manager or contact us to get a rollover form.

If you request a check payable to you rather than directly rolling over your money to another eligible retirement plan or traditional IRA, by law, 20% of your taxable distribution automatically will be withheld for income tax purposes.

IRS Contribution Limits
401(k), 403(b), 457

*Additional catch-up provisions may apply to employer-sponsored 403(b) and 457 plans, based on your years of service.