401(k) rollover and lump-sum distribution
One of the most important ways to save for retirement is through an employer-sponsored 401(k) program. When you change jobs and receive your 401(k) proceeds to rollover, or are presented with another form of lump-sum distribution, it's important to take immediate action.
Your Bremer Trust retirement professional makes it easy for you to avoid federal penalties and keep your funds working for you. We can help you take advantage of IRS regulations governing required minimum distributions from 401(k) accounts.
If you need to rollover your 401(k) plan assets, don't delay. Taking a lump-sum distribution from your 401(k) will lead to the following:
Contact a Bremer Trust relationship manager today .
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