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Changing Jobs

Job Market

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. Checked Icon
Yes!
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No.
* Funds screened for performance & cost against peers. Checked Icon
Yes!
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No.
* Access to any fund - no proprietary restrictions. Checked Icon
Yes!
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No.
* Daily access to personal consultant. Checked Icon
Yes!
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No.
* Asset Allocated Models reviewed rebalanced annually. Checked Icon
Yes!
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No.
* Comprehensive/Color Quarterly reporting. Checked Icon
Yes!
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No.