Career Changes

Questions on what to do with your retirement account from a previous employer? Learn your options and know that help is available.

Career transitions can be stressful. Your retirement account may not have been the first on your mind during this time, but the decisions you make about your retirement savings can have an important impact on your financial future. Worksite Financial Solutions can help you make the transition process easier and ensure you keep your money working for you.


Rollover Choices

Understand your retirement account rollover options when leaving or changing jobs

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*See Disclosure

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.


401(k) Rollover Calculator

Easily calculate the right 401(k) rollover contribution amount for you.

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I'm Changing Jobs. What Should I Do With the Money in My Plan?

Learn more about the four common options of what to do with the money in your former employer's retirement plan.

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You may have moved on from your last job, but what about your retirement money?

During times of career change, don’t forget about your retirement account — learn the options so you can make the best choice for your financial future.

If you're like many other Americans workers, you may change jobs several times throughout your career, and you may have several different retirement accounts with those employers. It can become confusing keeping track of everything. However, it's important to know that you have several different options available to you in regards to your retirement accounts with previous employers. The options include:

  • Remain in your current plan
  • Rollover to another employer's plan
  • Rollover to an individual retirement account (IRA)
  • Take a cash distribution

There are pros and cons to consider with each option — that's where the Retirement Results Team comes in. They can provide you with one-on-one help — from clearly explaining the details of each option to assisting you with any necessary paperwork. Don't let a career transition throw your retirement goals off track.


The Road to Retirement: Take Control of Your Future

They say that your reality is what you make of it - work toward a bright future by keeping track of your retirement plans.

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Determine how much money you would potentially receive - after taxes and penalties - if you cashed out your retirement plan early.

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Deciding how and where to allocate your assets is a crucial component of your investing strategy - explore your options.

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Learn how to prevent the loss of your retirement assets in the event of a layoff by learning more about your retirement savings plan distribution options.

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Contact a retirement representative today to get started!

1-855-575-1681 Email A Retirement Representative