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U.S.
employees will change jobs more than 11 times during an average
working lifetime of 40 years. (1)
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Only
about half of job changers are able to transfer their eligible
retirement plan balances into their new employer’s retirement
plans. (2) |
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24%
of Americans are unaware of the tax consequences associated
with taking a cash distribution from an employer-sponsored plan.
(3) |
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Download a copy of this presentation:
 
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(1)
U.S. Department of Labor, Bureau of Labor Statistics
(2) Spectrem Group
(3)
Neuwirth Research Inc.
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FOR
ADVISOR USE ONLY - NOT FOR PUBLIC DISTRIBUTION
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