Leaving: Rollovers
From HPAlumnipedia
...Retirement Fund Rollovers
From the HPAlumnipedia (www.hpalumnipedia.com) on Wednesday, August 27, 2008 at 18:14 • Page last modified: 8/18/2007
HPAlumnipedia > Leaving HP > Leaving: Rollovers
Subsections:
- Conduit IRAs: Some messy but relevant trivia to get out of the way first.
- DPSP and RP: Advice on handling Deferred Profit Sharing (pre-1993 employees) and Retirement Plan funds.
- 401(k): Advice on rolling over (or borrowing) this kaboodle.
- Fall 2003 Update: Somewhat dated now, but for what it's worth...
- Other Issues: Miscellaneous related tips.
Alan Silverstein, Fall 2002:
The retirement-fund-related documents and forms in the green "Leaving HP" book I received by FedEx the week after my termination date were tedious and daunting. However, the process of rolling my retirement funds to alternate trustees was straightforward. I didn't reiterate everything in the subsections here (as originally written), you can read for yourself, I just shared some tidbits that weren't written up clearly.
Note, please do read the tedious legal docs for yourself, don't take this site as your only source. Also note that accounts with values less than $5000 must be distributed, see the HP documents.
