How can I access the funds in my retirement savings account?

You can access your PERAPlus 401(k)/457(b) or Legacy SVVSD 403(b)/457(b) retirement funds in various ways:

Standard withdrawal provisions:
  • All 401(k) and 403(b) plans
    • Separate from service/retire
    • Attain age 59 1/2
    • Become Disabled
    • Death
  • All 457(b) plans
    • Separate from service/retire
    • Attain age 70 1/2
    • Death
Hardship/unforeseeable emergency withdrawal provisions:
Loan Provisions:


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The July 1, 2013 freezing of the District-sponsored 403(b) and 457(b) plans did not trigger a distributable event, so you may not rollover the balance of your old 403(b) or 457 account into PERAPlus (or anywhere else) unless you qualify under the standard withdrawal provisions above.


Category: Frequently Asked Questions


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