Hunter Benefits Consulting Group, Inc.’s Post

8 Steps To Convert a SIMPLE IRA to a 401(k) Plan. 1. Check eligibility and requirements 2. Understand the rules 3. Notify your plan administrator 4. Set-up the right 401(k) Plan for you 5. Complete rollover forms 6. Initiate the transfer 7. Verify the transfer 8. Get the most out of your 401(k) If you want to watch the full video that goes in-depth into all the steps, click the link in the comments. Or if you have any specific questions leave a comment or send me a DM. #retirement #401k #IRA