https://ttlc.intuit.com/community/taxes/discussion/a-few-yrs-ago-my-company-changed-the-brokerage-used-for-retirement-can-i-roll-my-403b-from-the-old/01/3088808#M1127890 My company used Vanguard for 15 years, and five years ago, they switched to Lincoln Financial; to make it easier, I'd like them all in one brokerage; normally, you need to leave an employer before rolling over the 403b into another retirement account, but in this case I'm at the same employer BUT it's an "old" 403b at Vanguard I want to roll over. Thank you! Tue, 24 Feb 2026 07:26:54 GMT LRPASS 2026-02-24T07:26:54Z https://ttlc.intuit.com/community/taxes/discussion/a-few-yrs-ago-my-company-changed-the-brokerage-used-for-retirement-can-i-roll-my-403b-from-the-old/01/3088808#M1127890 My company used Vanguard for 15 years, and five years ago, they switched to Lincoln Financial; to make it easier, I'd like them all in one brokerage; normally, you need to leave an employer before rolling over the 403b into another retirement account, but in this case I'm at the same employer BUT it's an "old" 403b at Vanguard I want to roll over. Thank you! Tue, 24 Feb 2026 07:26:54 GMT https://ttlc.intuit.com/community/taxes/discussion/a-few-yrs-ago-my-company-changed-the-brokerage-used-for-retirement-can-i-roll-my-403b-from-the-old/01/3088808#M1127890 LRPASS 2026-02-24T07:26:54Z https://ttlc.intuit.com/community/taxes/discussion/re-a-few-yrs-ago-my-company-changed-the-brokerage-used-for-retirement-can-i-roll-my-403b-from-the/01/3088817#M1127891 <P>check with your payroll / HR department and also review this chart&nbsp;</P><P>&nbsp;</P><P><A href="https://www.irs.gov/pub/irs-tege/rollover_chart.pdf" target="_blank">https://www.irs.gov/pub/irs-tege/rollover_chart.pdf</A></P> Fri, 08 Sep 2023 01:50:02 GMT https://ttlc.intuit.com/community/taxes/discussion/re-a-few-yrs-ago-my-company-changed-the-brokerage-used-for-retirement-can-i-roll-my-403b-from-the/01/3088817#M1127891 NCperson 2023-09-08T01:50:02Z