Natixis Funds: Leave your assets in your current plan

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Understanding your options
Leave your assets in your current plan

Some plans require that you start taking distributions once you are no longer an active participant. However, if permitted by your employer, you can maintain the tax-deferred status of your investment by leaving the assets in your current plan. You will be required to start taking withdrawals from the plan when you reach age 70½ unless you are still employed.*

Review Other Options

1. Take the cash
2. Roll it over within 60 days
3. A direct rollover
4. Leave your assets in your current plan
5. Purchase an annuity

*A greater than 5% owner must begin taking withdrawals at 70½ regardless of employment status.

This information is general in nature and is not meant as tax advice. Consult a tax professional as to how this information applies to your situation.

RELATED TOPICS

IRA Options

IRA Planning

Frequently Asked Questions

Calculators

Glossary

Pension Protection Act

Realities of retirement

Managing retirement risk

Strategies for retirement

For more complete information, including a prospectus, please contact your financial advisor. You may also view a current prospectus online, order literature through our site, or contact an Investor Service Representative at 800-225-5478. Investors should consider a fund's objective, risks and expenses carefully before investing. This information, and other information, can be found in the fund's prospectus. Please read the prospectus carefully before investing. Other expenses, including sales charges, apply to a continued investment in the fund and are described in the fund's current prospectus.

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.