Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million.

Funds can generally stay in a 401(k) plan sponsored by a former employer, but you can choose to roll funds out of the plan into your own IRA with any investment firm or to your current 401(k).

Why roll funds into your current 401(k) or an IRA?

  • Simplify your finances
  • Consolidate accounts
  • Receive additional services such as financial planning (for an IRA)
  • Ensure accounts are invested consistently

View our “Retirement Rollover Options” handout to learn more.

If you have outside accounts that you would like to roll over, meet with a member of our team to discuss options. Here are examples of accounts that can be rolled over:

  • Roth and Traditional 401ks
  • Roth, SEP, and Traditional IRA accounts
  • 403(b) and 457(b) accounts

Meet with us virtually via Zoom during our final Rollover Day on May 10th:

Have Questions? Please give us a call at 1-833-637-5360.

Written By  Emerj360
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