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As part of R.O.I.'s services, R.O.I. facilitates 401k rollovers
and other employer retirement plan rollovers (e,g., 401k rollovers, 403b rollovers,
457 plan rollovers, Pension rollovers, Defined Benefit Plan rollovers, Keogh rollovers, IRA transfers, SEP IRA changes,
SIMPLE IRA transfers, etc.). This service allows clients (assuming they are eligible) to rollover their employer retirement
accounts (401k Account is the most common today), which often have limited investment choices and significant transaction
restrictions, to a place where they can be professionally and actively managed by R.O.I.
Through the Fidelity Investment Advisor Network, R.O.I., has access to thousands of no-load, no-commission, mutual funds, with very few transaction restrictions, providing the necessary options and flexibility that has enabled an admirable investment returns history for R.O.I.'s clients. Furthermore, R.O.I. is financially motivated, due to its fee only structure, to actively manage clients' portfolios in their best interest. R.O.I. has had retirement plan rollover experience for many years and is familiar with the rollover process. 351 East 140 North, Lindon, Utah 84042-2004 |
