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.