401(k) and other Employer Retirement Plans

Most employees approaching retirement who participate in their companies retirement plan (401k, 403b, etc.)  say they do not know what they’ll do with their retirement account when they retire. If this sounds like you suffice to say you’re not alone.


The reality is that there are many variables to consider when deciding what to do with your 401(k) and a single wrong or misinformed decision may cost you dearly.


What may be the best approach for one person may be entirely inappropriate for another person. We help individuals hash out the different options in intelligible and unambiguous terms, identifying a strategy that is most appropriate for them and their family.