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?

5PM CST on November 7, 2023 at Zoom

Presented by, Joshua Taylor from CUNA Mutual Group.

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

Joshua Taylor and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial and Southeast Financial Wealth Management.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.