CAPTRUST 401k - Retirement Planning and Savings

Take a moment to consider your retirement plan savings.
Before leaving your current job, you need to think about the money you've saved for the future in your employer's retirement plan. Whether you participated in a 401(k), pension, or profit sharing plan, it's still your money - and what you do with it is up to you.

We are here to help.
It's best to get all the facts and think through your options carefully, so you can settle on the choice that's right for you.


		Options Through your employer's retirement plan, you've been building up tax-deferred savings. You have four main options regarding what to do with your money. Options at a glance: - Roll into an IRA - Former employer's plan - Roll into new plan - Lump-sum distribution

CapFinancial Partners, LLC, member FINRA/SIPC.