M&A Wealth Rollover Services: CVS Health 401(k)

Empowering Your Financial Journey with M&A Wealth

If you've recently left CVS Health and find yourself contemplating the fate of your 401(k), M&A Wealth is not just a service but your strategic ally in managing the intricacies of your CVS Health Future Fund 401(k) Plan. Let us guide you through this financial transition with personalized care and expertise.

The Essence of CVS Health 401(k) Plan

Provider: Vanguard
Plan Name: CVS HEALTH FUTURE FUND 401(K) PLAN
Phone: 1-800-523-1188
Fax: 484-582-2929
Hours of Operation: Monday - Friday: 8:30 am - 9 pm EST (No weekend hours)

About CVS Health:

Post its acquisition of Aetna in late 2018, CVS Health has evolved into a comprehensive healthcare-services provider, blending the largest pharmacy benefit manager and an extensive pharmacy operation with almost 10,000 retail locations in the U.S. The addition of a managed-care organization with 24 million medical members positions CVS Health as a significant player in the healthcare sector, promising control over overall healthcare costs for its clients.

Navigating Choices with CVS Health 401(k)

Having a CVS Health 401(k) plan through Vanguard and no longer working there presents various options:

  • Leave it with Vanguard: Retain your account with this esteemed provider.
  • Roll it over into an IRA: Transfer your funds into an Individual Retirement Account for sustained 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 M&A Wealth is Your Strategic Partner

Discover the distinct advantages of choosing M&A Wealth for managing your CVS Health 401(k):

  • Strategic Financial Planning: Beyond a service, we offer strategic financial planning tailored to your unique circumstances and goals.
  • Proactive Risk Management: Our experts navigate potential risks, ensuring your financial transition is smooth and secure.
  • Innovative Solutions: We bring innovative solutions to the table, adapting to the evolving landscape of financial management.

Embark on a Collaborative Financial Journey

Don't leave the fate of your 401(k) to chance. M&A Wealth is here to collaborate with you in managing and navigating your CVS Health 401(k). Click below to commence your collaborative financial journey:

Contact M&A Wealth

Updated on Dec 19, 2023

[Disclaimer: M&A Wealth is an independent financial service provider and not affiliated with CVS Health or Vanguard. The information provided is based on publicly available data as of Dec 19, 2023.]

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