Rollover Timelines
Timing is everything in a rollover. These guides provide administrative timelines for various account types, helping you plan your transfer and meet critical IRS deadlines.
⏱Processing Time
Processing Time: 401(k)
Detailed processing time expectations for a 401(k) rollover.
View Guide →Processing Time: 403(b)
Detailed processing time expectations for a 403(b) rollover.
View Guide →Processing Time: 457(b)
Detailed processing time expectations for a 457(b) rollover.
View Guide →Processing Time: TSP
Detailed processing time expectations for a TSP rollover.
View Guide →Processing Time: Traditional IRA
Detailed processing time expectations for a Traditional IRA rollover.
View Guide →Processing Time: Roth IRA
Detailed processing time expectations for a Roth IRA rollover.
View Guide →Processing Time: SEP IRA
Detailed processing time expectations for a SEP IRA rollover.
View Guide →Processing Time: SIMPLE IRA
Detailed processing time expectations for a SIMPLE IRA rollover.
View Guide →Processing Time: Pension Plan
Detailed processing time expectations for a Pension Plan rollover.
View Guide →⏱Timeline
Timeline: 401(k)
Detailed timeline expectations for a 401(k) rollover.
View Guide →Timeline: 403(b)
Detailed timeline expectations for a 403(b) rollover.
View Guide →Timeline: 457(b)
Detailed timeline expectations for a 457(b) rollover.
View Guide →Timeline: TSP
Detailed timeline expectations for a TSP rollover.
View Guide →Timeline: Traditional IRA
Detailed timeline expectations for a Traditional IRA rollover.
View Guide →Timeline: Roth IRA
Detailed timeline expectations for a Roth IRA rollover.
View Guide →Timeline: SEP IRA
Detailed timeline expectations for a SEP IRA rollover.
View Guide →Timeline: SIMPLE IRA
Detailed timeline expectations for a SIMPLE IRA rollover.
View Guide →Timeline: Pension Plan
Detailed timeline expectations for a Pension Plan rollover.
View Guide →⏱Settlement Time
Settlement Time: 401(k)
Detailed settlement time expectations for a 401(k) rollover.
View Guide →Settlement Time: 403(b)
Detailed settlement time expectations for a 403(b) rollover.
View Guide →Settlement Time: 457(b)
Detailed settlement time expectations for a 457(b) rollover.
View Guide →Settlement Time: TSP
Detailed settlement time expectations for a TSP rollover.
View Guide →Settlement Time: Traditional IRA
Detailed settlement time expectations for a Traditional IRA rollover.
View Guide →Settlement Time: Roth IRA
Detailed settlement time expectations for a Roth IRA rollover.
View Guide →Settlement Time: SEP IRA
Detailed settlement time expectations for a SEP IRA rollover.
View Guide →Settlement Time: SIMPLE IRA
Detailed settlement time expectations for a SIMPLE IRA rollover.
View Guide →Settlement Time: Pension Plan
Detailed settlement time expectations for a Pension Plan rollover.
View Guide →⏱Approval Time
Approval Time: 401(k)
Detailed approval time expectations for a 401(k) rollover.
View Guide →Approval Time: 403(b)
Detailed approval time expectations for a 403(b) rollover.
View Guide →Approval Time: 457(b)
Detailed approval time expectations for a 457(b) rollover.
View Guide →Approval Time: TSP
Detailed approval time expectations for a TSP rollover.
View Guide →Approval Time: Traditional IRA
Detailed approval time expectations for a Traditional IRA rollover.
View Guide →Approval Time: Roth IRA
Detailed approval time expectations for a Roth IRA rollover.
View Guide →Approval Time: SEP IRA
Detailed approval time expectations for a SEP IRA rollover.
View Guide →Approval Time: SIMPLE IRA
Detailed approval time expectations for a SIMPLE IRA rollover.
View Guide →Approval Time: Pension Plan
Detailed approval time expectations for a Pension Plan rollover.
View Guide →