How to Roll Over Your Old Healthcare / Hospital 401(k)
Many hospitals, health systems, and medical practices offer 403(b) plans through TIAA or Voya rather than traditional 401(k)s. Healthcare workers who change employers or retire often need specialized help navigating TIAA's unique annuity rollover rules.
Healthcare / Hospital's 401(k) is managed by TIAA — see our TIAA rollover guide
Healthcare / Hospital 401(k) Rollover FAQ
Why do so many hospitals use TIAA for their retirement plans?
TIAA originated as a pension provider for the education and nonprofit sectors, and expanded into healthcare. Many major health systems (Cleveland Clinic, Mayo Clinic, large academic medical centers) use TIAA.
Can I roll my hospital 403(b) into a 401(k) at my new hospital job?
Usually yes, if the new employer's plan accepts incoming rollovers. Verify with your new HR department before initiating. Alternatively, an IRA gives you more investment flexibility.
RECORDKEEPER GUIDE
Healthcare / Hospital's plan uses TIAA
See our step-by-step guide for exactly how to initiate a rollover from TIAA, including contact numbers and timelines.
Ready to roll over your Healthcare / Hospital 401(k)?
Free service. No obligation. We handle the coordination with TIAA.