Welcome to our online rollover center. Our goal is to make rolling over your retirement plan from a previous employer as easy as possible. Whether you have a 401(k), 403(b), an IRA or another type of plan, our easy-to-use online tool and rollover specialists will make this process simple for you. Based on your goals and your specific situation, we’ll help you choose the rollover option that fits your needs.
Special Offer: Rollover $15,000 or more and receive a $100 Visa® gift card.* Print this coupon to present at your appointment.
If you’re ready to get started, simply click the button below. If you would like to speak directly to a rollover specialist, click here or call 602-336-5531.
*Limit of one gift card per client regardless of amount rolled over or number of transactions. New retirement funds only. Offer applies to Desert Schools Financial Services transactions only. Offer valid through 6/30/14.