401(k) Rollover Solutions

The Department of Labor believes that people are being advised to roll over their 401(k)s and 403(b)s into IRAs, when it would cost them less if they remained in their current plan,

So they created the Fiduciary Rule which requires that financial advisors charge no more for investment advice than what the client was paying inside their 401(k) or 403(b).

401(k) Rollover Solutions for You

  1. review the fees in your 401(k) plan
  2. review the fund lineup in your 401(k)
  3. check if there are sufficient choices to provide retirement income security
  4. calculate your retirement risk tolerance score
  5. compare your risk score with your current 401(k) allocation
  6. recommend if you should leave your 401(k) in your plan or rollover it to an IRA
  7. design your retirement portfolio in either your 401(k) or IRA using retirement risk tolerance and income goals

Learn More

Share This