Home Your Account Contact Us

Continue with your current 401(k) plan.
If your company allows, you may be able to leave your savings in your existing retirement plan, even though you will no longer be employed there. You may have to meet certain requirements, such as a minimum balance. You will not have to pay any taxes or penalties, and your savings will continue to build on a tax-deferred basis.

Talk to your plan administrator or human resources department to find out your former employer's policy.

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 a new plan

- Lump-sum distribution

CapFinancial Partners, LLC, member FINRA/SIPC.