Teamsters 401(k) - M&A Wealth Rollover Services
If you've recently parted ways with Teamsters and are looking to manage your 401(k) transition seamlessly, M&A Wealth is your trusted partner. Our comprehensive 401(k) Rollover Services are designed to provide you with expert guidance and personalized solutions for a smooth transition into the next phase of your financial journey.
About M&A Wealth
At M&A Wealth, we understand that each financial journey is unique. That's why our team of seasoned financial experts is committed to delivering personalized services that cater to your specific needs and aspirations. Here's what sets us apart:
- Holistic Financial Guidance: M&A Wealth doesn't just focus on 401(k) rollovers. We offer comprehensive financial planning services to ensure that all aspects of your financial well-being are considered.
- Tailored Solutions: We believe in personalized solutions. Our financial experts take the time to understand your goals, risk tolerance, and financial situation to provide advice and strategies that align with your unique circumstances.
- Security and Trust: Your financial security is our top priority. M&A Wealth employs robust security measures to safeguard your information throughout the transition process.
- Efficiency and Streamlined Processes: We value your time. Our processes are designed to be efficient, ensuring that your 401(k) transition is handled smoothly and without unnecessary delays.
Deciphering the Teamsters 401(k) Plan
Provider: Prudential
Plan Name: TEAMSTERS-NATIONAL 401K SAVINGS PLAN
Phone: 1-800-621-1089
Fax: 866-439-8602
Hours of Operation: Monday - Friday: 8 am - 6 pm EST, Automated voice response system available 24/7
About Teamsters:
- Headquarters: 401 LIBERTY AVE., SUITE 1200, PITTSBURGH, PA, 15222-1004
- Phone: 412-471-2885
- Contact: FRED ZUCKERMAN
- EIN: 52-1967784
Navigating Your Teamsters 401(k) Options
If you're no longer with Teamsters but have a 401(k) plan through Prudential, consider these options:
- Leave it with Prudential: Maintain your account with this reputable provider.
- Roll it over into an IRA: Transfer your funds to an Individual Retirement Account for continued growth.
- Roll it over into a new 401(k): Consolidate your savings if your new employer offers a 401(k) plan.
- Withdraw the funds: Be mindful of potential tax penalties when withdrawing funds.
Why Choose M&A Wealth for Your Teamsters 401(k) Transition
Discover the advantages of selecting M&A Wealth to manage your Teamsters 401(k) transition:
- Personalized Financial Guidance: Our team provides tailored financial guidance aligned with your unique goals and circumstances.
- Efficient Identity Verification: Streamlined processes prioritize the security and efficiency of your account claims.
- Comprehensive Financial Support: Beyond 401(k) rollovers, M&A Wealth offers holistic financial support for a well-rounded financial journey.
Initiate Your Financial Transition Today
Don't let uncertainty surround your 401(k) plan. M&A Wealth is ready to guide you through managing your Teamsters 401(k). Click the button below to commence your financial transition with confidence:
Updated on Dec 21, 2023
[Disclaimer: M&A Wealth is an independent financial service provider and not affiliated with Teamsters or Prudential. The information provided is based on publicly available data as of Dec 21, 2023.]
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