Four Options for an Old Employer Retirement Plan
If you’ve changed jobs or retired, you may be wondering what to do with your company retirement plan. In this presentation we outline four options you have and some of the considerations of each. We also describe how to roll over your company retirement plan, and some resources that can help with your rollover and investing decision.
Senior Strategist, Investor Education, E*TRADE Securities LLC
Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.