In the News

Title

401(k) Rollover Considerations

Document Type

Article

Publication Date

2-5-2017

Abstract

“A recent survey report released by The American College of Financial Services provides some useful insight into client behavior during a rollover,” writes Jamie Hopkins in an excellent investmentnews.com piece. “The ‘Defined Contribution Rollover Survey’ asked recent retirees who retired with at least $75,000 in their last employer’s 401(k) plan about what they did with their savings upon retirement.”