With HNI Corporation’s acquisition of Steelcase, you’ll soon have an important decision to make regarding your 401(k) plan. When a change of control occurs, every participant—regardless of age—could have the option to roll their 401(k) balance out. Important questions to consider include:

Is your retirement income on track?

How will vesting change?

Will my investment options change?

Are there any tax implication to moving my funds?

How will this impact my retirement income?

When do I need to make a decision?

Navigating through these new choices can feel overwhelming. As a financial advisor with over 30 years of experience in the financial services industry and three generations of family who also worked for Steelcase, I am passionate about helping Steelcase employees as they face these decisions. Click below to schedule time to review your current situation.

During this call we'll review what you currently have and how these new changes will impact your retirement goals.