Can planners help combine retirement accounts?

Absolutely. Origin Financial Professionals can assist with rolling over and consolidating previous employer 401k plans.

While Origin cannot directly execute the rollovers, your planner can guide you step-by-step through the process of:

• Contacting your old plan administrators to initiate distributions
• Choosing whether to rollover to an IRA or your current employer's 401k
• Avoiding potential fees, tax penalties, and other pitfalls
• Keeping your funds invested during the transition
• Updating your investment strategy across accounts

Combining past retirement accounts may help simplify management and optimization. Your planner will advise you through key considerations like maintaining tax deferred status, dealing with company stock, and updating beneficiary info.