PaxWorld

Investment Advisors  •  Institutional Investors

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  • About Pax World
    • Overview
    • Welcome from the President
    • Why Invest with Pax World?
    • Our History
    • Viewpoint
    • Pax World Global Citizen Program
    • Memberships and Affiliations
    • Management Team
    • Portfolio Management Team
    • Jobs and Benefits
  • Our Products
  • Investment Approach
    • Overview
    • Our Process
    • Sustainability Research
    • Shareowner Activism
    • Public Policy Activism
    • Community Investing
  • Customer Service
    • Account Login
    • Open an Account
    • Cost Basis Information
    • Literature and Forms
    • Tax Information and Distributions
    • Literature Requests
    • Frequently Asked Questions
    • Online Security and Privacy
    • Connection Newsletter
    • Join the Email List
  • News and Resources
    • Pax World News
    • Media Mentions
    • For The Press
    • Partnerships and Affiliations
  • Open an Account
  • Log In
  • NAVs
  • Performance

Customer Service

  • Account Login
  • Open an Account
  • Cost Basis Information
  • Literature and Forms
  • Tax Information and Distributions
  • Literature Requests
  • Frequently Asked Questions
  • Online Security and Privacy
  • Connection Newsletter
  • Join the Email List

Rollover Retirement Assets

Overview
Pax World Mutual Funds Actively Managed, No-Load Funds
  • Balanced Fund
  • Growth Fund
  • Small Cap Fund
  • International Fund
  • High Yield Bond Fund
  • Global Women's Equality Fund
  • Global Green Fund
  • Money Market Account
  • Separately Managed Accounts
  • Performance | NAVs | Distributions
ESG Managers Portfolios Multi-Manager Asset Allocation Funds Powered by Morningstar Associates
  • Aggressive Growth Portfolio
  • Growth Portfolio
  • Moderate Portfolio
  • Conservative Portfolio
  • Visit www.esgmanagers.com
ESG Shares A Family of Sustainable Investing ETFs
  • PAX MSCI North America ESG Index ETF
  • PAX MSCI EAFE ESG Index ETF
  • Visit www.esgshares.com

You have selected to roll over your assets from an Employer Sponsored Retirement Plan or IRA to a Pax World IRA. Please choose the type of roll over you would like to perform from the options below:

  • Employer Sponsored Retirement Plan to Pax World Traditional IRA
  • Designated Roth 401K or Roth 403(b) Account to Roth IRA

Additional types of Rollovers:

  • Traditional or SEP IRA to a Pax World Traditional or SEP IRA
  • Traditional IRA, SEP IRA or SIMPLE IRA Conversion to a Pax World Roth IRA
  • Roth IRA to a Pax World Roth IRA
  • SIMPLE IRA to a Pax World SIMPLE IRA
  • Coverdell ESA to a Pax World Coverdell ESA
  • Legal
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  • Terms of Use
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  • Careers

You should consider Pax World Funds' investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 800.767.1729 or clicking here. Please read it carefully before investing. Copyright © 2012 Pax World Management LLC. All rights reserved. Distributed by ALPS Distributors, Inc.

 

Investments involve risk, including potential loss of principal.