401K Rollover Services

If you have an old 401(k) account that you are no longer contributing to, you can complete a 401(k) rollover. This is completed with a direct transfer to a new IRA or retirement account. Individuals may complete a rollover for better investment options or lower fees.

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages.

  • Leave the money in his/her former employer’s plan, if permitted;
  • Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
  • Roll over to an IRA; or
  • Cash out the account value

Investment Inquiries

Hours of Operation

Monday - Thursday: 8:30 am to 4:30 pm; Friday: 8:30 am to 12:00 pm; and by appointment.

At Forsberg Investments and Insurance, we pride ourselves on making your questions and investments our priority, whether you call, email, or stop by the office - we are here for you.

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA\SIPC.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed. The FINRA registered branch office for Michael Forsberg is 99 10th Ave S Waite Park, MN 56387.