Direct Rollover

A direct rollover is the movement of assets from a qualified retirement plan, such as a 401(k), directly to an Oak Funds Traditional IRA. This is a common transaction for people that are changing jobs.

Advantages of moving your Qualified Retirment Plan assets to an Oak Funds IRA:

No taxes or penalties
Assets continue to grow tax-deferred
You control your investments
Oak Funds offers a No-Fee IRA

Contact your former employer for the requirements to move your retirement assets
Open an Oak Funds Traditional IRA if you do not already have one
Fill out IRA Asset Transfer/Direct Rollover Request form and mail to:

IRA Application
Asset Transfer/Direct Rollover Form

The Oak Associates Funds
P.O. Box 8233
Denver, CO 80201-8233

My Oak Account

Online Account Access

Oak Associates Funds are available to U.S. investors only. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal.
Oak Associates Funds are distributed by ALPS Distributors, Inc.
ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.