Select 401(k) Services knows investment accounts. We can help you explore investment strategies that meet your goals.
Contact us today to start planning for your financial future. Call us at (972) 346-3046 or send us an e-mail using the form below and a representative will contact you.
Select 401(k) Services understands investment accounts. We know RothIRAs, Traditional IRAs, Investment Accounts, and more! We can sit down with you and help you explore investment strategies that meet your goals.
Changing jobs or retiring can be a difficult time in your life. And, to make matters worse, you are up against the clock! You only have a limited time to roll your 401(k) over without penalties and fees! Don't worry. We can help you.
"How do I roll over my 401(k) plan?"
First, call your former employer's 401(k) sponsor and request the necessary forms. Second, consider associated tax benefits and how to set up your future accounts. We can help you with this and help take the confusion out of the process.
Check with your company to find out if the plan will allow you to continue making payments after you leave the company, or whether you are required to repay the balance of your plan before you can roll over the remainder. You may have tax penalties to consider.
Complete this form and a representative will contact you: