Employee Assistance
NRECA Rollovers to Homestead Funds

Many cooperative employees choose to roll over their retirement plan assets to a Homestead Funds IRA at the end of their careers. This makes sense for lots of reasons:

• NRECA's pension plans share many of the same investment and customer service professionals.
• All Homestead Funds are no-load, meaning that we do not charge a sales commission for buying fund shares.
• Most of the investment options Homestead Funds offers are similar to those in the NRECA 401(k) Plan.

Once an employee has elected to perform a rollover to a Homestead Funds IRA, benefits administrators may find themselves helping to fill out paperwork and guide the employee through the process. The IRA Rollover Form can help streamline matters. It can be accessed from the PDF Resources section on the left side of this page and may be necessary depending on the type of rollover. To help, follow the instructions in the table below.

For a complete overview of how to fill out rollover paperwork, see the annotated walk-through under the "Where to Start" tab of the Benefits Administrator Toolkit (requires Flash).

If rolling over to an EXISTING Homestead Funds IRA account:

Complete the IRA Rollover Form to direct your fund selection 401(k) Plan assets only   RS Plan assets only   401(k) and RS Plan assets to the same account

If rolling over to a NEW Homestead Funds IRA account:

Complete the IRA application Complete the IRA Rollover Form 401(k) Plan assets only   RS Plan assets only   401(k) and RS Plan assets to the same account with different fund selections for each (Skip fund selection section) 401(k) and RS Plan assets to the same account with different fund selections for each

This material is available as a PDF file under PDF Resources on the left side of this page. The table above is also available under PDF Resources on the left.

New address for IRA rollovers

Please note that all Homestead Funds materials are now sent to our processing center at BFDS in Kansas City, MO. This is a change for benefits administrators who had previously sent Homestead Funds IRA applications to Lincoln, NE with their employees' options paperwork. The address change is reflected on the relevant application and forms.