You may rollover some types of retirement investment accounts from previous employers to your OU retirement accounts. Review the table below to see what kind of rollovers are allowed. For more information regarding retirement plans and rollovers, please visit
www.irs.gov/ep. Contact
Fidelity Investments with any questions.
|
|
403(b)
|
457(b)
|
401(a)*
|
| 403(b)
|
YES
|
NO
|
NO
|
| 457(b)
|
YES
|
NO
|
NO
|
| 401(a)
|
YES
|
YES
|
NO
|
| 401K
|
YES
|
YES
|
NO
|
| IRA
|
NO
|
NO
|
NO
|
| Roth IRA
|
NO
|
NO
|
NO
|
*Only OU contributes to the OU 401(a) Defined Contribution Plan and rollovers to these accounts are not allowed.