Introduction to why you should consider fees.
What are 401(k) plan fees and Who pays for them?
What fees are associated with my investment choices in a 401(k) plan?
Where can I get information about 401(k) fees and expenses?
What other factors might impact the fees and expenses of my 401(k) plan's fees?
Is there a checklist I can use to review my 401(k) plan's fees?
Inside you will find over 15-pages prepared by us and complete with answers from knowledgeable financial practitioners, to the most asked Corporate 401(K) plan retirement questions:
What are my options with an old employer's 401(k)?
Do I get a tax break for my 401(k) contributions?
Can I borrow from my 401(k)?
How much can I contribute to my 401(k)?
What if I retire before age 59-1/2?
Can I use my money before I retire?
We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through seminars in the area.
It is so easy to get started.
"The Rollover Strategies for 401(k)s"
Prepared By The Retirement Group
The information contained in this brochure answers common questions about timing, fees, and expenses that may be paid by your 401(k) plan. It highlights the most common concerns and encourages you, as a 401(k) plan participant and former Corporate employee, to:
Make informed investment decisions
Decide the best time to cash out or leave at your former employer
Consider fees as one of several factors in your decision making
Determine whether you should roll your 401(k) into an IRA?
Contact Us |
North-West Regional Office
Concord, CA
Phone: 1-800-900-5867
South-West Regional Office
Austin, TX
Phone: 1-281-241-9886
Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090
Mid-Atlantic Regional Office |
Disclaimer: Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867 Copyright © 2019 The Retirement Group, LLC. All rights reserved. |