PATH
PROCESS
METHOD
EMPLOYEE
SERVICES
AT THE END OF THE DAY, WE WANT EVERYONE TO REACH THE LAST STOP: RETIREMENT!
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:
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Roll over to an IRA
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Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted
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Leave the money in his/her former employer's plan, if permitted
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Cash out the account value
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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:
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Simplify your planning by consolidating your money into one account to manage
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Protect your money from taxes, penalties and withholding that would apply if you took a cash distribution
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Access this money should you need to take a loan or in-service distribution (if available)
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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:
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Guiding you through the process
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Assisting you with paperwork
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Overseeing the money transfer into your current plan
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TRANSITION
CONCIERGE SERVICES
PLEASE NOTE: The information being provided is strictly as a courtesy.
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