Stay Smart® through your transition

The average person changes jobs 10 -15 times during his or her career.  When your job situation changes, there is a lot to consider. Choose a path or simply give us a call at 855-728-8422.

Know your options

What you do with the money in your old retirement plan may significantly impact tomorrow's income.

Keep it where it is You can leave your money where it is. Take it with you You can transfer your money into your new employer’s plan. Roll it into an IRA You can roll it into an IRA. Cash it out You can take a cash withdrawal.
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Contact us

You can call 855-728-8422 for help at no additional cost

A TIAA financial consultant can help you understand your options and develop a strategy that may be right for you.

Contact us or let us know when we can contact you.

Schedule a call

1 Prior to rolling over, consider your other options. You may also be able to leave money in your current plan, withdraw cash or roll over the assets to your new employer's plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. Speak with a TIAA consultant and your tax advisor regarding your situation. Learn more.Opens pdf

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.

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