• ryanverdery

401(k) Distribution Options to Take Charge of Your Retirement Savings


The average American will change jobs 12 times. Searching for a better quality of life, workplace benefits or change of scenery has led Americans to move careers, with frequency.


But what happens to their old 401(k) account? Help your employees understand their four options. Share this helpful infographic that breaks down the pros and cons of each distribution.


Download the Guide to 401(k) Distributions >>


Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

summit-retirement.com


Ryan Verdery, AIF®

(919) 674-0595

ryan.verdery@lpl.com


Meredith Barbour, QKA, PPC®

(984) 229-1031

meredith.barbour@lpl.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements. Consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.