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.
CHANGING JOBS
Consider The World Class Rollover IRA | World Class IRA | Other IRA |
* Funds are 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 a personal consultant. | Yes! |
No. |
* Asset Allocated Models reviewed and rebalanced annually. | Yes! |
No. |
* Comprehensive/Color Quarterly reporting. | Yes! |
No. |