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
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
