This FREE Guide reveals the 5 options to bring your zombie plans back to life!
Should you leave it where it is?
Roll it over?
I’m talking about that old 401(k), 403(b), or 457 plan that’s been sitting untouched after you left an employer.
(If you’re facing retirement, it’s even more critical that you make the right decision.)
Employer plans are designed to be “one size fits most” based on what the employer feels will benefit their employees the most.
So when you leave, change employers, or transition into retirement, it’s up to you to re-evaluate your plan by asking yourself,
“Is my old employer plan serving me the best way I believe it should?”
If you don’t have the answer yet, that’s OK.
This FREE guide will help you get the answer that makes the most sense for you.