Distributions

Withdrawals and Loans:

  • Employees can make in-service withdrawals or borrow from their plan accounts while employed. Forms and more information are available on OneAmerica’s website.

Distributions:

Upon leaving the firm, employees can withdraw their account balances, roll them over into an IRA or another qualified plan, or leave the funds in the plan for future use. Forms to process distributions/rollovers are available on the OneAmerica website.

 

Retirement Plan

OneAmerica
Phone: (833) 869-0812
Website: www.oaretirement.com

Graystone Consulting
Phone: (805) 374-8108
Email: Larry.Mills@msgraystone.com
Website: www.msgraystone.com/losangeles