Planning a rollover from your retirement account should be simple, but sometimes it isn’t. You submit the request, expect a smooth transfer, and suddenly your 457(b) plan says no. Frustrating, right? A denied request can leave you wondering what went wrong and what steps to take next. The good news is that a denial doesn’t mean your options are gone. By understanding what to do if your 457(b) plan denies your rollover request, you can quickly identify the reason and find the best way forward. Sometimes it’s a paperwork issue. Other times it’s a rule within the plan itself. Either way, knowing the right actions to take can help you protect your retirement savings and move your funds where they work best for you.


