June 7, 2023 at 6:00 pm
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
Here’s an opportunity for you to get a clear understanding of your different options and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Reserve your virtual seat NOW. Space is limited, so please make your reservations today.
Presented by Travis Stanley from CUNA Mutual Group.