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Roll over or not? Smart 401(k) moves when you quit your job

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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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March 25, 2016 at 10:49 am
Press

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Andrew Meadows, VP of Brand + Culture at Ubiquity Retirement + Savings, spoke to USA Today about if you should rollover your 401(k) when you quit your job.

First things first: While there are several options for what to do with an old 401(k), you should remember that the money is still all yours, said Meadows. And if you have more than $5,000 in your account, it can stay where it is as long as you like.

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