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Navigating Job Changes

People change jobs for a variety of reasons, and navigating this transition can be difficult. The fact is, when you leave work–for whatever reason–you have a decision to make about your retirement savings.

You generally have the following options to choose from:

  1. Roll over your money to an Individual Retirement Account (IRA).
  2. Leave your money in your former employer's plan.
  3. Roll over your money to your new employer's plan (if allowed by plan).
  4. Cash out your retirement savings plan.

The decision you make now can have an impact on your long-term retirement goals, so take some time to carefully review each of your options.

Learn more about your options

 

 

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©2017 Transamerica

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact your financial professional. 

Employer-sponsored retirement plans may have features that you may find beneficial such as access to institutional funds (i.e. low cost), fiduciary selected investments, and other ERISA protections not afforded other investors. In deciding whether to do a rollover from a retirement plan, be sure to consider whether the asset transfer changes any features or benefits that may be important to you. Review the fees and expenses you pay to see if rolling over into an IRA could help reduce your costs. Rollovers and transfers may be subject to differences in features and expenses. Indirect transfers may be subect to taxation and penalties.

Securities are offered through Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRAC). Transamerica Retirement Solitions, TISC, and TRA are affiliated companies.