401(k) Rollover Considerations
Jamie Patrick Hopkins
“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.”
Pension Parameters, "401(k) Rollover Considerations" (2017). In the News. 2014.