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Checklist -- What to find out about your current plan and future options
Print this checklist and write in data you collect to aid in your decision making.
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Current Employer Plan |
New Employer Plan |
Rollover IRA |
Rollover Annuity |
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| Good range of investment options? |
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Any investment you choose except gems, non-US coins, fine art, collectibles. |
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| Frequency of investment changes |
May be limited after you leave employment. |
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| Any fees? |
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Yes |
Yes |
| Loans allowed? |
NO after you leave employment. |
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No |
No |
| Employer match? |
If any, they stop when you leave. |
If no, you may want to stay in current plan or choose Rollover option |
N/A |
N/A |
| Rollover Accepted? |
N/A |
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Yes |
Yes |
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