Changing Jobs or Employers?

Are you changing jobs or leaving your employer?  Or being affected by hospital or practice mergers and acquisitions?

Many hospitals, healthcare systems, and practices are merging, consolidating, and changing. When you are affected by these changes, you have many important options to consider about your 401(k), 401(b), 457 and other tax-advantaged retirement plans.

Making the wrong decision may result in negative severe tax consequencesDownload our helpful and informative Employee Transition Guide that can help explain your options and provide you with clarity so you can make the best decision for your retirement.  Schedule a time for us to review your options.