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401(k) Rollovers1

Changing jobs or retiring?

You may want to consider rolling 401(k) funds from your employer account to a Traditional or Roth retirement account. Our retirement planning team can help you through the process.

Contact a Specialist

Contact a Retirement Specialist To Learn More About:

  • Options for rolling funds over into a WesBanco retirement account
  • Depositing a distribution into a qualified retirement account, such as a Traditional or Roth IRA
  • Transitioning from a Traditional IRA to a Roth IRA

Here are a few times to consider a rollover:

  • If you’re changing jobs or retiring, you can opt to leave your funds in your former employer’s 401(k), as long as you meet balance requirements and retain access. Alternatively, you could roll funds over into a WesBanco retirement account where they will continue to grow and you can ensure access.
  • If you’ve received a distribution from a closed 401(k) or retirement account, you can deposit it into a qualified retirement account, such as a Traditional or Roth IRA to continue growing funds.
  • If you’re interested in transitioning from a Traditional IRA to a Roth IRA, you can withdraw and pay taxes on your Traditional funds and reinvest them into a Roth IRA (within 60 days to avoid an early withdrawal penalty) to allow your funds to grow tax-free.

Get Started Today!

Find a Location Near You!

WesBanco operates branches and offices in 8 states. Over the past decade, we have built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers.

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