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How Can We Help You?
Changing Jobs
When changing jobs the decision you make regarding your account, if not chosen carefully, can have a devastating effect financially. Ask your Plan Consultant for a no-obligation review of the various options, costs, potential tax consequences and penalties. Let us help you make an informed decision.
| Consider The World Class Rollover IRA | World Class IRA | Other IRA |
| * Funds offered on a no-load basis. |  Yes! |
 No. |
| * Funds screened for performance & cost against peers. | Yes! |
No. |
| * Access to any fund - no proprietary restrictions. | Yes! |
No. |
| * Daily access to personal consultant. | Yes! |
No. |
| * Asset Allocated Models reviewed rebalanced annually. | Yes! |
No. |
| * Comprehensive/Color Quarterly reporting. | Yes! |
No. |