401(k) Triggers

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The Events that Can Trigger a 401(k) Rollover Event

Published: September 20, 2023

Brennan McKean, CPFA™ Retirement Plan Specialist, and Financial Advisor takes 2 minutes to explain the events that can lead to a 401(k) rollover and the options you have when those things occur.

  1. Termination of service or leaving your current job.
  2. Retirement from the workforce.
  3. Reaching retirement age while still working.

If you're facing one of these events or just want to discuss your 401(k) and retirement plan options, reach out to Brennan today.

 

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Forbes 2023

1 The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.