The benefits to rolling your retirement plan are threefold. First, funds left at a previous employer tend not to be actively serviced. Chances are that you've been taking an "out of sight, out of mind" position and the underlying investment strategy may or may not be reviewed as well as an actively portfolio.

Secondly, when leaving your plan at your previous employer, your investment choices are limited to the investment strategy within that plan; typically 15 to 20 mutual funds and perhaps employer stock. Please note that every case is different. By rolling these funds to your own IRA, your investment choices increases with the many types of mutual fund strategies, stocks, individual bonds, ETF's, REITs, CD's and more services are yours to choose from.

Third, having all of your retirement plan in one convenient account makes planning your retirement goals much simpler. Since everything is in one place, you can more easily read your statements, view your account, determine whether your investment prtfolio are performing as they should, and with professional guidance, make the appropriate changes to your asset allocation model. This helps ensure that your money is working for you in a way that makes sense for your needs and your family's goals. Replication is kept to a minimum and convenient access means fast response to changing markets.

Call us today (610-409-0630 extension 111) to discuss rolling your employer sponsored retirement funds to an account with us and start enjoying the many benefits today.