Have you recently changed jobs? It is time to make a decision about your 401(k).
Our Wealth Management Executives can help you review the options available and help you make the best decision for your circumstances.
As you prepare for a move or are settling into a new job, do not forget about your 401(k) plan with your previous employer. You will need to choose whether to keep it in its current plan*, roll it over to a plan sponsored by your new employer*, roll over into an IRA, or to cash out. We can review your personal circumstances and help you decide which option is right for you and walk you through the process.
Our Wealth Management Executives can help you review your options as you transition to your new job.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.