Transfer your money into your new employers plan.

If your new employer offers a retirement savings plan, you may be eligible to roll over your money into the new plan. There are often different rules and requirements with each plan.

If you choose this option, your account balance may maintain its tax-deferred status as well as receive certain protections from creditors. 

Be sure to consult your new employer for specifics about its retirement plan and how to transfer your account balance from your previous employer.

Transamerica Retirement Solutions and its representatives cannot give ERISA, tax or legal advice. This material is provided for informational purposes only based on our understanding of material provided and should not be construed as ERISA, tax or legal advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing this material and presenting it accurately, Transamerica Retirement Solutions disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it.

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