Rollover your Retirement Plan
Did you recently retire? Do you no longer work for the employer associated with your retirement account? We are here to help you move those funds over to your investment accounts so they can continue to to be invested all in one place!
Step 1
We recommend that you schedule a meeting with your advisor to discuss this life change. They will be able to review your plan and advise on where to appropriately transfer your funds.
Step 2
Once you have met with your advisor, they will reach out to our back office to provide instructions on where we will be transferring these funds to. In the meantime, you will need to reach out to the retirement plan company listed on your account statement and request the following:
- Liquidate your account.
- Mail a check to you for the proceeds or sometimes the institution can mail the check directly to the new institution. Should they be able to do so, please make sure that your account number is notated on the check to ensure that the new institution is able to locate your account quickly. In the next section, we have provided the mailing addresses to our most commonly used custodians/carriers. If you do not see the institution you need below, please reach out to us at clientsuccess@financialgravity.com and we will provide this to you.
Mailing Addresses
| Mail To | Address | City, State, Zip Code |
| Charles Schwab & Co. | 1945 Northwestern Drive | El Paso, TX 79912 |
| Fidelity & Guaranty Life | 777 Research Drive | Lincoln, NE 68521 |
| Athene | 7700 Mills Civic Parkway | West Des Moines, IA 50266 |
| American Equity | 6000 Westown Parkway | West Des Moines, IA 50266 |
| Community National Bank | 225 Main St | Seneca, KS 66538 |
| North American Life Insurance Company | 8300 Mills Civic Parkway | West Des Moines, IA 50266 |
| Allianz | 5701 Golden Hills Drive | Minneapolis, MN 55416-1297 |
If you have any questions, please reach out to us at clientsuccess@financialgravity.com or by calling 800-588-3893, opt. 2.