Roll Over and Simplify
Do you have a good handle on what you own and why you own it?
Are you getting good value for the fees you are paying?
We can help you rollover or transfer other retirement accounts to ICMA-RC.
- Easier to manage
- Reduced paperwork
Should you move to an employer retirement plan or an IRA...or both?
We'll help you weigh the pros and cons...
Employer Plan - unique investment options, such as a stable value or guaranteed lifetime income fund, investment advisory services, and loan options.
IRA - more investment options to choose from and more withdrawal flexibility.
What's Next?
- Contact your local ICMA-RC representative or Investor Services to get started.
- Or, ready to act now? Go right to the paperwork. Choose
- Direct transfer from an employer retirement plan or IRA to your ICMA-RC 457/401 plan account.
- Direct transfer from an IRA to your ICMA-RC IRA account. Need to open an IRA? Then also complete the IRA application.
Questions?
Your ICMA-RC representative can walk you through every step!
Your ICMA-RC representative can walk you through every step!
- Financial plans, no-cost consultations - take the next step! Your ICMA-RC Certified Financial PlannerTM professional can help you manage your overall financial wellness.
