PATH

PROCESS

METHOD

EMPLOYEE

SERVICES

AT THE END OF THE DAY, WE WANT EVERYONE TO REACH THE LAST STOP: RETIREMENT!

HOW CAN WE SUPPORT YOU?

WEALTH MANAGEMENT SERVICES

WEALTH MANAGEMENT

SERVICES

TRANSITION

CONCIERGE SUPPORT

LOGIN TO YOUR

RETIREMENT ACCOUNT

WEALTH MANAGEMENT

SERVICES

WEALTH MANAGEMENT SERVICES

 

In addition to retirement plan consulting, we offer the following services: 

 

» Investment Management

» Wealth Accumulation Strategies

» Financial Planning

» College Saving Strategies

» Estate Planning

 

TRANSITION CONCIERGE SERVICES

 

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages:

              1. Roll over to an IRA

             2. Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted

             3. Leave the money in his/her former employer's plan, if permitted

             4. Cash out the account value 

If you’re not sure what to do with a retirement plan from a previous employer, you may want to consider rolling it into your current plan. Rolling this money over may help you:

             » Simplify your planning by consolidating your money into one account to manage 

             » Protect your money from taxes, penalties and withholding that would apply if you took a cash distribution

             » Access this money should you need to take a loan or in-service distribution (if available)

We can provide you with information about moving a previous retirement account into your current plan and can help you complete the rollover process. Our Transition Specialists can give you one-on-one assistance and help you every step of the way to:

             » Guiding you through the process

             » Assisting you with paperwork

             » Overseeing the money transfer into your current plan

LOGIN TO

YOUR ACCOUNT

TRANSITION

CONCIERGE SERVICES 

PLEASE NOTE: The information being provided is strictly as a courtesy.

When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

HAVE QUESTIONS?

You are working hard every day to reach retirement, we will work hard to make sure you arrive at the last stop: Retirement.

CONTACT PWMG 401(k) ADVISORS

PWMG 401(k) Advisors

HEADQUARTERS

324 Grove Street
Second Floor

Worcester, MA 01605

SPRINGFIELD LOCATION

1350 Main Street
10th Floor, Suite 1008

Springfield, MA 01103

OFFICE: (855) 508-401k
FAX: (508) 519-8426

WEB: www.pwmg401k.com

EMAIL: INFO@PWMG401k.COM

Check the background of this firm on FINRA’s BrokerCheck.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WV.