MUTUAL FUNDS

Rollovers and Transfers

The money from your previous employer's retirement plan may be one of your largest assets. Know your options to make an informed decision about what you can do with those funds.

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Make the Most of Your Old Retirement Account

What is a Rollover?

There are a number of great reasons to consider a rollover from a former employer's retirement plan to a State Farm® IRA.

Transfers Made Easy

Simplify your savings by consolidating your IRA assets into one IRA with State Farm Mutual Funds®.

Account Options

Find out which IRA might be right for you.

Need Assistance with Your Rollover?

Your State Farm agent can help make the rollover process easier by helping you:

  • Create a retirement plan that meets your needs.
  • Open an IRA account, if you don't already have one.
  • Contact your current account custodian for requirements.
  • Complete any required paperwork.
  • Follow up on the status of your State Farm IRA.

Why Choose State Farm Mutual Funds?

Whether we're providing you with quality mutual fund investment options or helping you address your financial needs and goals, State Farm is there.

Investment Choices

At State Farm you'll find a full range of investment options to help you save for your retirement.

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Fund Selection Tool

What's your investment personality?

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Risk Disclosures

Investing involves risk, including potential for loss.

When rolling over a 401(k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2013/11/2169

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value