The Rollover Evaluator, http://www.americanexpress.com/rollover , integrates information, education, and modeling to walk participants step-by-step through the a plan-rollover decision process. It offers options, opportunities and action steps tailored to the consumer’s situation.
Participants enter information to provide comparisons between their options. Based on the inputs, information is provided to help the user compare the possible options of taking a cash distribution, leaving the money invested in the plan, or rolling the money into a new 401(k) or IRA.
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