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When can an employee roll over their 401(k) to an IRA?

Updated over 5 months ago

Depending on your plan details, your employees may be eligible for an in-service rollover, meaning they can roll over their funds while still employed with your organization. if your plan does not allow for this provision, then your employees will be eligible for a standard rollover after leaving your organization.

If you would like to learn more about the rollover process, please visit your Paychex plan summary in the portal.

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