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Here’s How to Roll Over Your Old 401(k)

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After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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October 10, 2016 at 10:55 am
Press

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Andrew Meadows, VP of Brand + Culture at Ubiquity Retirement + Savings, helps TheStreet build a step-by-step guide on how to roll over your old 401(k).

“Most employees will typically roll over an existing 401(k) into a new plan, but if the old plan has lower costs or better-performing funds, it may make sense to leave the money where it is,” Meadows said.

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