Flow You May Be Missing: When Positions are Eliminated

It’s time to plan for next steps.

A significant number of our school district employees will be laid-off. And, in stressful times, it’s easy to lose track of present finances, financial inventory and what may seem like far-off retirement goals. It is critical that they have a clear understanding of their options today and plan for tomorrow. This is where you come in.

Now is the time to reach out. Explain the benefits of consolidating their qualified accounts into an IRA. More importantly, give them a way to continue contributing to their retirement so they have peace of mind that their retirement savings is safe and is still working for them.

Ask…

“Do you have retirement plans from previous employers?”

“Do you feel like you are able to contribute…”

These are difficult conversations. 

To help your clients navigate this time of uncertainty and to assist them in making prudent retirement planning decisions, we are now providing IRA rollover training for the K-12 market.

View Training Schedule and Register

See also:

IRA Landing Page

Visit the Engage! Toolkit for your guide to virtual connection with K-12 school districts and their employees.