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Personal §401(k) /
Roth §401(k) Account Portability

  • While you are employed: Legend Personal §401(k) plans allow you to exchange accounts from one fund group to another within the approved list.
  • While you are employed: You may be able to rollover distributions from other eligible retirement accounts into your Legend Personal §401(k) plan.
  • While you are employed: You may be able to rollover eligible distributions from your traditional Legend Personal §401(k) into your Legend Personal Roth §401(k).
  • If you close your business:
  • You have the option to leave your §401(k) assets in your Legend Personal §401(k) plan.
  • Your account can be rolled over into another employer's §401(k)—if both plans have provisions allowing the rollover, and in the case of Roth accounts, if both plans allow Roth contributions.
  • You may also choose to roll your traditional / Roth retirement account to an IRA / Roth IRA, or convert your traditional §401(k) account to a Roth IRA
  • You have the option to rollover assets in your traditional Legend Personal §401(k) account into your Legend Personal Roth §401(k).
I'd like to receive more information on this topic 
Changing Jobs or Retiring? Consider a Legend Rollover IRA.
Thinking of Converting Your IRA to a Roth IRA?