Do you have an old 401(k) and don’t know what to do with it? When transitioning jobs there are several important financial decisions that should be addressed, and figuring out  what to do with your old 401(k) plan is one of them. When you leave your employer, you generally have four basic options of what you can do with your plan. You can leave the assets in the old employer’s plan if the plan permits, you can roll the assets over into your new employer’s plan if one is available and the plan permits it, you can roll the assets over into an IRA or you can take cash distributions and deal with potential tax consequences.

In this guide, we’ll help you avoid common, expensive rollover mistakes and show you how you can use your 401(k) rollover as an opportunity to help your retirement preparations.

This white paper will cover:

  • Investment options when rolling over your 401(k) to an IRA
  • How to cut down 401(k) fees and expenses
  • Why you shouldn’t be tempted to cash out
  • Options to consider with your company stock in your 401(k)