Retirement Plan Transitions
Employer-sponsored retirement plans, including 401(k) or 403(b) plans, are often the centerpiece of the retirement planning process. In our increasingly dynamic work world, you may experience a need to transition your retirement plan due to employment change or even changes at your employer, such as a merger or acquisition. This transition creates both opportunities and challenges which must be fully considered and handled appropriately. Cleary Gull has an experienced transition team to help you navigate these situations.
The process begins with listening. We listen to you to understand your objectives, and have the experience to ask the right questions. Once priorities are established, we can begin to facilitate the planning process, considering the options available to you. Your options may seem confusing, and errors can be costly. On the other hand, many unique investing and planning opportunities are also opened up to you. An experienced planning partner can make all the difference.
Below are a few other resources you may utilize when considering your options:
- Making the Most of Your 401(k)
- Options for Your Retirement Plan if Your Employer is Acquired
- Retirement Plan Termination Options
- Should You Roll Your 401(k) into an IRA