Larry Kavanaugh, Jr.
Participant Infographic: 401(k) Distribution Options to Take Charge of Your Retirement Savings
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.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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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