LUNCH & LEARN: 401(k), 457, and 403(b) Rollovers 101

A Complete Introduction to 401(k), 457, and 403(b) Rollovers

Employer-sponsored retirement accounts are famous for their high contribution limits and lucrative employer match programs, but did you know that your 401(k) might be your most dangerous investment? Or that most HR offices don’t know how to carry out a tax-free rollover? At this in-depth lunch seminar, you’ll learn:

1. The benefits and drawbacks of 401(k), 457, and 403(b) rollovers
2. Common rollover mistakes and how to avoid them
3. How to choose the right custodian for the rollover account
4. The benefits of rolling over 457, 403(b), TSA, and other employer-sponsored plans

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