When you have a “triggering event,” such as leaving your job, you can make changes to your employer-sponsored 401(k) plan. Because this is YOUR hard-earned money, you want to make sure you understand what you can do with it.
Which leads us to your four main options:
In the video above, Vantage CEO J.P. Dahdah explains the pros and cons of the first three options and why the last option is most advantageous. Not sure which option is right for you? Contact us at 866-459-4580.