New Employer, New Plan

401(k) - Petersen Hastings

401(k) Rollovers

Whether your employer has changed, you're starting a new job or getting ready to retire, you'll have to make a decision about your 401(k). You may be able to leave the account where it is, or you can rollover your savings into an Individual Retirement Account (IRA). While some 401(k) plans provide excellent investment options for participants, many others have overpriced funds and unnecessary fees. During an employer change, now is the time to shop around for the investments and services that work the hardest to help you reach your retirement goals.

How Petersen Hastings makes your money work harder:

  • LOW FEES - Our investment fees are transparent and a fraction of what most 401(k) providers charge.

  • NOBEL PRIZE RESEARCH - We use Modern Portfolio Theory to track the market instead of picking stocks.

  • INDEPENDENT, FIDUCIARY - We act as a fiduciary, and we are able to provide advice and solutions based solely on our client's best interest and needs.

  • PERSONALIZED PORTFOLIO - Our intuitive technology and investment experts build you a customized portfolio.

  • HUMAN ADVICE - Stop by our local office, call or email us at any time. We'll be happy to provide assistance during our regular office hours.

  • FINANCIAL PLANNING - We help you plan by assisting with analyzing your financial problem(s), followed by taking action to achieve your financial goals.