How can I find out the status of my 401(k) or 403(b) rollover?

After you’ve called your current provider to initiate your rollover, you can check the status of your rollover by viewing the “Transactions” tab on your Retirement goal. When we receive your check, the status of your rollover will be marked as “complete.”  We’ll also send you an email to let you know once we complete your rollover!