The critical role financial planners play when 401(k) savers switch jobs

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Jun 25, 2024 - 05:00
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The critical role financial planners play when 401(k) savers switch jobs
Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.