Rick Irace Discusses Key 401(k) Rollover Considerations

In a recent PLANADVISER feature, Rick Irace, COO of Ascensus’ Retirement division, discusses how plan participants often learn about their 401(k) rollover options and how to best manage the rollover process. Many of Ascensus’ financial advisor partners discuss rollover considerations in plan enrollment meetings, said Irace. “A lot of financial wellness programs now include online videos and tools to help answer participants’ questions about rollovers and withdrawals,” he added.