VIDEO

What Happened to my Old 401K?

401(k) Education

June 27, 2023

Discover how to locate your lost 401K. Financial advisor Cristina Perez shares valuable tips, including contacting your old employer and searching for old statements. Explore additional resources like the National Registry of Unclaimed Benefits and the Department of Labor's search tool.

Once found, you have options:

Review your investment strategy
Roll it over to your new employer's 401K or an IRA
Take a cash distribution
Seek personalized guidance from us or a financial advisor

Don't let your retirement savings go unclaimed! Click the video above to learn more.

To discuss any questions you may have, please contact us at (480) 494-2750 or click here to schedule a 15-minute call.

Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.

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