How can I transfer the money in my ActivePro retirement plan to the PT Solutions retirement plan.

• The PT Solutions 401(k) plan merger date has not yet been determined but will occur later in 2024.  When confirmed, your account balances will be fully transferred to the PT Solutions 401(k) plan as of the merger process.
• Please wait for the merger process versus an individual rollover request (either to John Hancock or other outside account).   As an “actively employed” participant, there are only limited opportunities provided by the plan for withdrawals or rollovers while still employed (ie, “in-service withdrawals”).  If you attempt to initiate a withdrawal or rollover as an “actively employed” participant, it will be denied by Vanguard unless it falls into one of these in-service withdrawal exceptions:
  • Age 59 ½
  • Hardship withdrawal
  • Rollover Account balance (ie, funds that were rolled into the Twin Boro plan from another plan or IRA)