401(k)s and IRAs have many unique features that may be beneficial to your client, depending on their circumstances. The decision to roll funds out of a former employer’s plan involves more factors than just fees and investment selection.
To help make this analysis easier, we have created the “Should I Roll Over My Dormant 401(k)?” flowchart. It addresses some of the most common issues that should be considered before doing a rollover, including:
Updated 7/15/2020 (including The SECURE Act)