McNabb Center Retirement Planning

Enrollment Guide

Click here for your company’s enrollment guide.

Plan Overview

Virtual Account Review

Have questions about your 401(k) account? Click here to schedule a complimentary virtual account review to discuss:

• Do my investments remain appropriate?
• How much should I save for retirement?
• Are pre-tax or Roth contributions best?
• How can I maximize Social Security?

Rollover Instructions

Follow these steps to do a non-taxable rollover to your current employer’s plan:

1. Notify your former employer or 401(k) plan institution that you are rolling over your assets to your current employer’s retirement plan.
2. Complete any distribution forms required.
3. Ask your former employer/institution to write your name and current employer’s plan name on the check. Please use the last four digits of your Social Security number as the account number.
4. Send the most recent statement and check to:

The Trust Company of Tennessee
ATTN: Retirement Plan Rollover
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919

Questions?

Please contact 877-673-3581 or planinfo@thetrust.com.