401(k) ROLLOVERS

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Changing Jobs or Retiring?

Make the Right Choice for Your Retirement Plan.

Each year, people who change jobs or retire wrestle with their options regarding the retirement savings they've accumulated in their employer-sponsored plans. The array of available alternatives has become so difficult to sort out that it seems many individuals are inclined not to make a decision at all and simply leave the money in their former employers' plans.

When you change jobs or retire, you generally have four alternatives for dealing with the assets in your former employer's retirement plan:

• Roll them into an IRA
• Take a cash distribution
• Leave the assets in the plan
• Move them to your new employer's plan

The following brochure looks at each of these alternatives and helps you develop a strategy for dealing with your retirement savings.

To learn more about 401(k) Rollovers, take a look at our brochure. If you would like to learn more about your 401(k) Rollover options, please contact us and we'll let you know what steps are next.