Should You Roll Over Your 401(k)?
Fees, investments, and advice are just some of the factors that investors should weigh when deciding about rolling over a 401(k), says Morningstar's David Blanchett.
Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. The fiduciary rule has put a spotlight on 401(k) rollovers. I'm here today with David Blanchett. He is the head of retirement research at Morningstar Investment Management. We are going to look at some things to keep in mind in deciding if you should roll your 401(k) over into an IRA.
David, thanks for joining me.