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401k Plan Merger

  • January 15, 2026 10:17 AM
    Reply # 13585696 on 13585591
    David Kitchen (Administrator)

    Hi Kami, 

    I haven't merged 401k plans, but we did switch providers from ICMA-RC/MissionSquare to Empower last year (in addition to URS plans). I was so grateful to have the help of retirement plan gurus through our broker, GBS Benefits. GBS Retire were certified experts and knew their stuff. We had issues on an RHS plan, and they knew what to do. They gave us great information, and let us make the decisions. If you haven't already, check with your broker. If your broker doesn't do that, let me know and I can check with GBS Retire. 

    David

  • January 15, 2026 7:33 AM
    Message # 13585591

    Has anyone merged 401k plans?  If so, who assisted you with the process?  We're looking to merge an old plan to URS now that they offer the Roth and I don't want to handle it alone.  I'd like to reach out to legal who have done this.  



PSHRA Utah (Email) 

Current President: Jill Tew



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