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Shift Investments

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"Call your Benefits department."

If your money is staying behind, you'll need to check plan guidelines to see how you make changes once you're no longer employed. Most allow you to shift investment types and allocations as needed. Just to be on the safe side, give your Benefits folks a call.



"Make a copy for your records. You'll thank me later."

My wife says I'm too persnickety. But, any time she's looking for paperwork, I've got it right there in the file. Do the same. Make a copy of the Investment Inventory Checklist you completed and pop it in the file. You might want to refer to it in the future.

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This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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