Rollover Planning

Rollover Planning

You’ll get a clear understanding of the different options available to you when you leave an employer.

By American Heritage Credit Union

Date and time

Tuesday, June 11 · 3 - 4pm PDT

Location

Online

About this event

  • 1 hour

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

● Four major options for retirement plan balances when changing jobs

● Pros and cons of each option

● How a rollover works

  • And more

Once you have completed your Eventbrite registration, please comeplete part two HERE

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Organized by

American Heritage Credit Union

American Heritage Credit Union is a member-owned financial cooperative with more than $4.5 billion in assets serving more than 800 Workplace Partners and more than 280,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware, and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 75 largest credit unions in the United States. For more information about American Heritage Credit Union please visit at www.AmericanHeritageCU.org.