Don’t Leave Your 401(k) Without a Plan!

Whether you've experienced a job separation from Werfen (formerly Immucor) or have already moved on to a new opportunity, deciding what to do with the 401(k) you left behind is a crucial step in securing your financial future.

Taking the right steps now can help you protect your savings and keep your financial goals on track.

Join Our Exclusive Webinar, Hosted by the Current Plan Advisors:

Tracee Sapp, Certified Financial Planner®

Mark Weeks, Senior Wealth Manager

Can’t attend? RSVP and we’ll send you the recorded presentation.

Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider - such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.

Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty. Roth IRA: Converting from a traditional IRA to a Roth IRA is a taxable event.