They can roll over their 401(k) plans to a self-directed IRA. They can consolidate myriad accounts into their current employer’s plan. They can also leave their retirement assets where they are. And now FINRA’s cracking down on broker-dealers that offer rollover plans to exiting workers as a no-brainer shift. So buyer beware: It’s all about choices, and there’s no shortage of them.
Last modified on Thursday, 27 February 2014