401(k) Planning

Making the most of your options.

When you change jobs or retire, you may have to decide what to do with the money in your employee-sponsored retirement plan. There are a lot of options to consider, and we can help you make the right decision based on what kind of plan you have and how soon you’ll need the money as income. For example, your choices include:

  • Leave the money where it is
  • Roll the money over directly to your new employer’s plan
  • Take the cash
  • Roll the money over into an individual IRA

Make the most of your 401(k) by scheduling a no-obligation financial review with a Financial Consultant at Webster Investments.

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  1. Securities and insurance offered through LPL or its affiliates are:

    Not Insured by FDIC or Any Other Government Agency
    Not Bank Guaranteed
    Not Bank Deposits or Obligations
    May Lose Value

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

     

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