New Employer, Old 401K, What do you do?

New Employer, Old 401K, What do you do?

Quorum Federal Credit Union

Free for your employees!

30-60 mins

This is a Corporate Workshop, we come to you!

We will travel Anywhere beyond 10603

Wellness Workshop DescriptionSchedule This Workshop

55% of Americans have a 401k with their former employer.  This workshop can be used as a supplement to new employee oritentation or as a standalone workshop for all of your employees since one out of 2 of them most likely have a need for it.  This workshop can be customized to be longer or shorter.

  • When to leave it in the existing plan
  • Whether or not you should convert it to cash
  • If you should move it to your new employer’s plan
  • When to take it with you in a Rollover IRA.
  • The process and how to start any of the options above

Cost Description: Free for your employees!

About The HostContact Provider

Banking that’s good. For you.

We are dedicated to creating banking products that help members with their everyday needs and life goals. When we offer up choices, we make them simple by boiling them down to what’s good for you—and your wallet.

This is why, for over 80 years, our partners continue to choose us as their Credit Union. We’re proud to be the credit union for employees of companies like the Kraft Heinz Company, Mastercard, Avon, Ogilvy, and Mondel

Financial Wellness statistics

55%

of Americans live paycheck to paycheck, regardless of income

34%

of employers report absenteeism and tardiness due to employee financial stress

30%

increase in retention when employees have access to an employer sponsored credit union

Schedule This Workshop