Rolling Over Your 401(k)

Date: May 4, 2022
Time: 1:00 - 2:00 PM Central Time

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan. There are several options to consider including leaving your account in your former employer’s plan, transferring it to your new employer’s plan, taking a cash distribution, or rolling it into an IRA.  It’s important to consider the potential benefits and risks before making this important financial decision. 

We’ll discuss:

  • Defining a rollover 
  • Determining which option is best for you
  • Opening a Rollover IRA
  • Contacting your 401(k) Plan Administrator
  • Investing in your new IRA or new employer’s 401(k) plan
  • Other plan design structures and rollover considerations

Can’t attend? Register anyway, and a link to the recording will be sent to all who register.  

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Meet the Speakers

Jerry S. Korabik

Financial Advisor

Jerry has been involved in the financial services industry since 1991. He earned a bachelor of science degree in finance from the University of Illinois at Urbana-Champaign and is frequently quoted in a variety of national publications.

Scott K. Laue

Financial Advisor

Scott has been involved in the financial services industry since 1991. He has experience in asset management, personal trust, corporate retirement plans, banking, and all aspects of the wealth management planning process.