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INFOGRAPHIC: 1001 Ways to Move Your 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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April 12, 2013 at 12:45 pm
Retirement News

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Picture it. It’s a Saturday morning. Just last night you were talking about grown-up stuff with a few friends over dinner. It was fun chatting it up about our monthly expenses, the spending we need to watch, the celebration of an especially frugal decision, and the topic of savings. While you’re not the worst saver, you know there are some things you can do to get more on the ball with your retirement. And today’s the day you’re going to log into that old 401(k) from the job you had a year ago. You want to see how it’s doing and figure it if now’s the time to move it all to the new job. You’re certainly going to be there a bit longer and it’d be nice to have everything in one place now that it feels safer to move it.

 

Now what? Is there a form? What do these words mean? How long will this take? The process is starting and it’s complicated.

 

Check out the Infographic below and realize it’s not just you. Millions of Americans have theses same questions. The IRS, DOL and GOA want to help make this process much easier for you.