Roll Over a 401(k)
Left an employer for a better opportunity? Been downsized?
If you have made a change in employment and and maintain an old 401(k), consider taking control of your savings and obtaining experienced advice on those assets.
A representative will guide you through the process of:
- Establishing an Individual Retirement Arrangement (IRA)
- Providing feedback on the rollover process
- Completing a risk assessment
- Guiding you on asset allocation and investment strategies
By taking control over your old 401(k), you will remain organized and focused on your long-term retirement goals.