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Upgrade for a Better Experience Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available.
Using the most recent browser version ensures the best security, design experience, speed and functionality. Do you have a 401(k) or similar qualified retirement plan with a former employer? With more and more Americans changing jobs and leaving their retirement investments behind in their former employer’s plan, it can be very frustrating to manage many different accounts.
Something to watch out for are contingent deferred sales charges or exit fees on TSA's or insurance products.
However, when you start a new job, you will get a new 401K at your new company.
By consolidating all your accounts into one CNB Rollover IRA, the calculations are considerably easier and withdrawals are simpler.
Regardless of how many different types of retirement accounts you have, the following accounts may be eligible for consolidation into a CNB Rollover IRA: Consolidating your retirement accounts into one CNB Rollover IRA can help you take control of your financial future.
401(k) or other employer-sponsored qualified plans have limited investment choices.
By consolidating into a CNB Rollover IRA you will have access to a full range of investment vehicles at your disposal to create a well diversified asset allocation that best meets your personal risk tolerance and financial goals.