Easter Egg Hunt: The 401k Version

When a retirement plan participant (think 401k) leaves a company for a new job, they often forget something important. They leave their retirement account behind. You’re excited for your new opportunity! You are busy with new job, your family, a move to a new city or a dozen other things. Then -POOF!- twenty or thirty years go by, and you forgot about this account.

In this video was spurred by something Craig had never seen before – a written notice from the Social Security Administration. His client was recently contacted about a couple of lost retirement accounts he owned nearly 30 years ago.

Craig explains why leaving a retirement account behind can turn into a real problem. Learn what you can do to avoid this problem. You could save yourself time, money and the heartache (and stomachache) of losing money that was once rightfully yours.