1. Click to set up your new Schwab IRA:
Click “Get Started” and enter Advisor Program Key: G66R
IMPORTANT: This step only opens your account. You will still need to transfer your funds. See below.
2. Transfer your funds:
Complete the Final Distribution form below.
Frequently Asked Questions:
Why should I rollover to an IRA with Greenleaf Financial?
Good question! Greenleaf Financial is the personal financial planning and wealth management arm of Cafaro Greenleaf. We offer holistic financial planning advice and guidance that extends beyond your company sponsored benefit plan.
Do I have to rollover now?
You can maintain your account with MassMutual as long as you have over $5,000 and are under the age of 65. If you’re over 65 or have less than $5,000 in the plan please contact MassMutual to discuss your options.
Can I transfer my balance to my current employer’s retirement plan?
Yes, as long as your current plan accepts transfers. If they do, they can help you with it.
What if I have a Roth account inside my 401K?
Any Roth account portion needs to be rolled into a Roth IRA. If you also have a balance in a traditional 401K, keep the balance separate.
How can I check my balance?
Go to MassMutual.com/AARIS and log in or call 800-854-0647
What if I don’t do anything?
For now, nothing will happen. We will add more information when it becomes available.