Transfer a CD, 401(k) or IRA

Since graduating from college in 1999, Catholic Aid member Angela had three full-time jobs at three different companies, each with different retirement benefits. At the end of 10 years, Angela had three different 401(k) plans at three different companies. She needed to consolidate.

Do you still have 401(k) accounts with former employers? Are you losing track of your assets because you’ve moved on to a new job, but left your retirement account behind? Do you have a Certificate of Deposit (CD) that has recently matured and you want to place those funds into a new account?

Simple savings solutions

Catholic Aid has simple solutions. You can consolidate all of your old 401(k), pension and retirement plans into an IRA** with Catholic Aid. We currently offer traditional and Roth IRAs at competitive rates, with a guaranteed minimum of 3.00% for the life of the contract for deposits of $5,000 or more. And when you roll over your old retirement accounts, we won’t charge you any fees to consolidate your money into one of our IRA products.

For CD customers, you can place the balance of your CD into an annuity that is guaranteed not to lose value.

Start the process today

Your Field Representative can give you the information you need to bring your old retirement accounts into one stable Catholic Aid IRA. Call to connect to your Field Rep today: 1-800-568-6670.

**Catholic Aid's IRAs are Individual Retirement Annuities.