Retirement Plan Transitions
Employer sponsored retirement plans, including 401(k) or 403(b) plans, are often the centerpiece to the retirement planning process. In our increasing 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 mergers and acquisitions. 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 times.
The process begins with listening. We listen to you to understand your objectives, while also possessing the experience to ask the right questions. Once priorities are established, we can begin to facilitate the planning process, considering the myriad of 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