Make A Plan

401(K) Distribution Education

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. Our 401(K) Distribution Education includes:

  • Review of distribution options
  • Review of IRA accounts
  • Guidance of the rollover process
  • Review of the benefits of leaving money with a former employer, if permitted
  • Review benefits of a rollover into a new employer’s plan, if permitted

By knowing your distribution options, you will remain organized and focused on your long-term retirement goals.