Understanding Your Rollover Options Webinar

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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you.

Understanding Your Rollover Options

6 p.m. EST on June 11, 2024

Presented by Travis Stanley from 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