Once you have notified us that your rollover funds are being sent, we will monitor your plan's retirement account for those funds. You will receive an email confirmation once your funds have been received. Timing for the posting of funds to your account depends on how the funds were transmitted to us.
- If funds were sent via wire transfer, the funds will be posted to your account in 1-2 business days.
- If funds were sent via check, we have a five day waiting period for the check to clear. After that five day period has passed, the funds will be posted to your account the next business day.
Note: Funds will be posted based on your current investment elections. You can change your elections at any time by following these instructions:
How Do I Change My Investment Elections?
You will be able to see your funds in your account at Howard Simon within 1 to 2 business days after processing. From your dashboard, scroll down to My Portfolio. From the View dropdown, select Source View to see your rollover source.
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