Why is there a waiting list for 401(k) rollovers?

As a fiduciary, we have a retirement specialist who performs a detailed Comprehensive Analysis to determine if the rollover is in your best interest. Each Comprehensive Analysis is completely personalized to you and to the specifics of your 401(k) plan. The review process, which includes gathering and researching your 401(k) plan particulars, takes approximately 2 hours to complete. We believe the time and resources are well worth the effort to recommend what's in your best interest. Our specialist will also help you with support issues that may arise during the rollover process.

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