| “Ready
to say, ‘Roll ‘em’?”
Just three steps are all it takes to get your money
from there to your new plan.
1. Contact your current Benefits department to make sure your
new plan accepts rollovers (most do).
2. Ask your Benefits department about rollover procedures and
to obtain paperwork.
3. IMPORTANT: When requesting a rollover, be
sure the check is made out to your new plan, not to you. There
are possible income-tax and penalty implications if you receive
money in your name.
If you are interested in an IRA or annuity for your rollover
funds, we can help with that too. Just let us know, we are ready
to talk.
|
Are You New to Your Employer?
