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Jul 11, 2023
Retirement Plan Considerations when Changing Jobs
Each company’s plan will differ from others. It’s important to talk with a financial advisor to help advise what the best option is, how much to contribute, and what investments you should use.
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AUTHORS

Elaine E. Bedel, CFP®
CEO
Executive on Loan

Evan D. Bedel, CFP®
President

Meredith Carbrey, CFP®
Sr. Wealth Advisor, Director

Ryan A. Collier, CIMA®
Vice President and Director of Investment Management

David Crossman, CFA
Sr. Portfolio Manager

Anthony Harcourt, CIMA®
Portfolio Manager

Kathryn J. Hower, CFP®
Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA
Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®
Sr. Wealth Advisor and
Manager of Financial Planning

Abby Presley, CFP®
Wealth Advisor &
GenerationNeXt Team Leader

Mathew J. Ryan, MBA, CFP®, EA
Financial Planning Specialist

Austin Stagman, CIMA®
Portfolio Manager

Kate Sullivan, CFP®
Wealth Advisor

Cassi M. Vanderpool
Chief Operations Officer

Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer