Rolling over 401(k) from a former employer into the Moss Adams plan

Below are the instructions to rollover funds from your former employer’s plan.  

• Go to your Vanguard account and select Manage My Money toward the bottom of the screen. Then click Rollover money into this plan.
• Vanguard breaks the process down into three steps and makes it easy to notify them money is coming from another institution.

Detailed instructions are available in Vanguard Rollover Instructions   

Questions? Contact Vanguard 800/523-1188

Want to learn more about Moss Adams 401(K) Plan? Visit Marvin 401(k) and Profit-Sharing Plan page.