The average American will change jobs 12 times. Searching for a better quality of life, workplace benefits or change of scenery has led Americans to move careers, with frequency.
But what happens to their old 401(k) account? Help your employees understand their four options. Share this helpful infographic that breaks down the pros and cons of each distribution.
Timothy Corle CPC, CPFA, CFP®
Tycor Benefit Administrators, Inc.
850 Cassatt Road, Suite 310
Berwyn, PA 19312
Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein. Click here to view Form CRS
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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