Advocate Health Care
Benefits

 


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401(k) Plan - Rollover Option

If you have a balance in one or more employer-sponsored qualified savings plans in which you participated prior to your Advocate employment, you may roll over these accounts into your Advocate 401(k). With this plan as your only 401(k), you can enjoy the convenience of "one-stop" saving and investing for your retirement.

To initiate a rollover of your account from a prior employer’s qualified savings plan into the Advocate 401(k):

  • Complete and submit the Rollover Form below following the instructions provided on the form.
  • Questions? Call 1.800.775.4784, 8 am to 6 pm Monday—Friday

401(k) Rollover Form