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Seminar: Understanding your Rollover Options

September 7 @ 6:00 pm - 7:00 pm

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cuna rollover options

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?

Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

Understanding Your Rollover Options

6:00 PM EST (5:00 PM CST) on September 7, 2021
Presented by, Joshua E Taylor, 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
• And more

Click Here to Register

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