First, is your plan Roth or Pre-tax? Ubiquity only allows you to rollover pre-tax 401k. Next: Request the rollover 401K form from your Consultant Success Specialist or HR.
Second, contact your current 401K provider and inform them you would like to roll your plan over to your current employer. Ask that they mail you a check made out ‘Matrix Trust Company
TPA 000261 (Makosi) Retirement Trust.
Lastly, once you receive the check in the mail, give the check and the completed rollover form to your Consultant Success Specialist who will deliver it to HR. Be sure to follow up with your Consultant Success Specialist in a few weeks to ensure the process is complete.