WEBINAR: Understanding Your 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

6PM EST (5PM CST) on April 19^th, 2022 at Zoom

Presented by, Joshua Taylor, Regional Vice President, 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 now to reserve your virtual seat!

You are welcome to bring a guest, but space is limited so please make your reservations today.