Rolling Over Your Retirement Plan
Rolling your old retirement plan into your new employer's plan can be an easy way to take control of your retirement savings. We will answer your specific questions and help you take care of the paperwork.
Here are some things to consider when deciding whether to consolidate your retirement savings:
- What fees or investment costs are you paying for each account? Will these costs be lower if you roll another account into your current employer's retirement plan?
- Would consolidating your accounts help simplify tracking and planning for your retirement?
- Do you have professionals currently helping you with investment selection and monitoring the performance of your other accounts?
- Would account consolidation make it less tempting for you to cash out funds you set aside for retirement?
Roll Over Your Other Retirement Accounts
If you would like us to discuss your rollover options and the next steps in consolidating your accounts, complete the form to the right.
