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.