Sally Brandon, Senior Vice President of Client Service & Advice, talks about understanding the right type of investment vehicle for Rebalance clients. More on rolling over your 401(k) plan.
Often times we have clients that will also have a 401(k) at their current employer. Although we can’t help them with managing that account, we have a great sense of really what their goals are for retirement and what the right type of investment vehicle is for them.
They’ll often give us a list of what their options are within their plan and we’ll guide them, based on how we’re managing their portfolio at Rebalance, as to what options they should choose within their 401(k) plan.