What should you do with your money?

Whether you’re changing jobs or retiring, figuring out what to do with your retirement accounts doesn’t have to be confusing. With the right guidance, you can review and evaluate where your retirement savings stand and where to put your money. This session will help you navigate the best course of action that keeps you on track to retire on time.
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Your consultant will help you decide which of the four options is best for you.

Your consultant will help you decide which of the four options is best for you.

Leave your money in the plan.

Understand whether your current plan is a better fit for you and your retirement goals.

Rollover to a new employer's plan.

Decide whether your new employer’s plan can better meet your needs.

Rollover to an IRA.

Identify if you’re interested in more investment options or need more flexibility with withdrawals in retirement.

Withdraw the balance.

Gain a better understanding of the impact that cashing out can have on your retirement future.

What You’ll Get From The Session

  • Expert guidance on how your retirement money can be distributed.
  • A comprehensive report to help you understand your plan’s rules and distribution options.
  • Actionable steps on how to execute on your decision.
  • An objective point of view so you can make the best educated decisions for your retirement.

Take Advantage of This Opportunity Provided by Your Employer

RetireAdvisers℠ of Pension Consultants Inc. (a.k.a your 401(k)’s plan adviser) offers 30-minute 1:1 virtual guidance sessions to help you determine your steps to achieve your ideal retirement. As we walk you through your distribution options and plan’s vesting schedule, we’ll explain the pros and cons of each option so you can make a well-informed decision that helps you retire on time, with dignity.

Get on Track for Retirement

Schedule time with RetireAdvisers℠ today.

Disclosure: RetireAdvisers℠  virtual guidance is for educational purposes only and does not include specific investment advice.

Pension Consultants, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser.

Pension Consultants, Inc. (“PCI”) is not a law firm and does not provide legal services. A consulting relationship with PCI does not provide those legal and professional protections that normally exist under an attorney-client relationship. For more information, please visit our Disclosures webpage.