Narrowing Your Choices: Four Options for a Former Employer Retirement Plan
If you’ve changed jobs or retired, you will be faced with four options when considering what to do with your 401(k) or other employer-sponsored retirement plan. In this session, we'll walk you through the considerations for each, including how to execute a direct roll over. We'll also introduce you to E*TRADE resources available to help you make an informed 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.