October 3, 2024
A Pathway to Greater Retirement Flexibility
401(k) plans could offer a little-known benefit of in-service distributions.
One key opportunity for transforming a 401(k) retirement plan into a source of retirement income arises when an employee changes jobs and allows their retirement savings to be rolled into an IRA.
Did you know
That funds could be accessible while still employed? That’s right! The in-service distribution option is a lesser-known feature of 401(k) plans that enables employees to roll over a portion of their current balance into an IRA. This option can provide a valuable opportunity for growth, particularly for tenured employees who are more likely to benefit from such a strategy.
While not all plans offer this option, discovering one that does can open up significant possibilities. It serves as a meaningful way to reward employee loyalty and foster a sense of mutual appreciation. Additionally, this benefit helps build trust and commitment between employees and the company, acting as a powerful incentive for employees to remain with the organization.
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