Investments
30 December 20242 min read
Rollovers from Employer Retirement Savings Plans: Factors to Consider
There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where yourrollover dollars should go if you decide to make a rollover. Always (1) ask about possible surrender charges that may be imposed byyour existing employer plan, or new surrender charges that your IRA or new plan may impose, (2) compare investment fees and expenses charged byyour IRA or new plan (and investment funds) with those charged by your ex…
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