Jun 15 2009

Automatic Rollovers

RolloverUSA is tracking many different rollover providers that will assist in removing small balance 401k balances from 401K plans. Typically, when someone terminates or retires with less than 5K in their 401K account the plan sponsor has the ability to amend their plan for “automatic rollovers” to a safe harbor ira rather than keeping [...]

Jun 12 2009

401k Withdrawal

RolloverUSA.com presents some useful information regarding 401K Withdrawals, Rollover and Options after taking distribution from your 401K plan. Please visit RolloverUSA.com for on-going education and information, as well as access to local registered investment advisors who can meet with you.
401k Withdrawal Options
You can rollover an IRA from one account to another at any time, [...]

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