JOB CHANGE

Whether you're moving up, down, sideways, or jumping into an entirely new industry, there are a few things you'll want to consider when considering or making a job change.   

married-925455.jpg

CHANGING LANES, BUT STAYING ON COURSE

You've worked hard and you're ready for the next stage of your career. Maximize the success you've had so far by rolling over your retirement accounts and navigating a new health care plan so you keep moving forward, not starting over.


house-1946371_1920.jpg

WHAT TO DO WITH RETIREMENT PLAN

4 options for your retirement when you change employers:

  • Leave funds with former employer plan
  • Rollover funds to new employer plan
  • Rollover funds to an IRA 
  • Withdraw the funds for personal use 
computer-1563072_1920.jpg

CHANGES TO HEALTHCARE AND OTHER BENEFITS 

There's more to consider than a bigger paycheck. Evaluate your benefits structure and compare with current plans. See the our Job Change PDF for a complete list of considerations.

Review advantages & disadvantages for each option by clicking here.