Expert Advice

What If I Have Multiple Retirement Accounts?

Sally Brandon, Vice President of Client Services, explains how Rebalance helps clients consolidate multiple retirement accounts.

Sally Brandon: Often times when we have clients that come to Rebalance, they have multiple accounts from former employers. Our goal is to try to give them some sense of control of really what they have for retirement. We’ll help them with consolidating all of their accounts. We’ll work with their former plan administrators and bring all of their assets together in one place and that will help with their retirement investment strategy.