That’s because the company has unveiled a one-stop rollover program during which an investor works with an assigned Strong staff member all the way through the process, Strong announced in a press release.
For investors unsure about allocating the rolled-over money, Strong offers a free, one-time portfolio recommendation. There is no minimum dollar amount to receive the investment input, the company said.
The Strong representatives will also work with the recordkeeper of an investor’s retirement plan to make sure the required documents are completed by the plan from which the assets are being transferred.
Investors can request the help of a Strong staff member through the company’s Web site or by calling Strong.