Member Benefits
Pension Rollovers
- 5-14-2008
- Categorized in: Pensions, Retirement
Since 1937, Waddell & Reed has made peace of mind possible for our clients through outstanding financial planning and sound investment management. Today, Waddell & Reed is one of the most enduring mutual fund and financial planning complexes in the United States.
We take a personalized approach to investing with our clients. Because of that approach, Waddell & Reed has helped millions of Americans develop financial plans to help them work toward their dreams, such as sending their children to college, providing for retirement or simply accumulating assets – attainable, real dreams that improve people’s lives.
As a Waddell & Reed financial advisor, I have available to me a very broad span of investment and insurance products and services that can help satisfy your planning needs. Please feel free to contact me for a free, no-pressure consultation to help you answer your questions about your pension, 401(k), savings, and insurance benefits. It would be my privilege to talk with you. Please ask for MARK BEASLEY at (317) 228-2376 or toll free at (800) 878-4517. Or, you may contact me via email at MarkBeasley@wradvisors.com.
Quick Links
I'm writing to you in behalf on my father Mikaele Tauasosi. He got a letter from the SSC department to collect his pention from Pualani Florist Inc. When I search for this company they no longer exist. There's a lot of money in it, and I really need information on how he can get his money from these people.
My father use to work for Dole company back in the 90's as an engineering/electrician. We just need to know who else we can call for his Pentio Benefit information.
He got Pention Plan I.D. #, Plan #, I.D.#.
Contact: MARK BEASLEY at (317) 228-2376 or toll free at (800) 878-4517. Or, you may contact me via email at MarkBeasley@wradvisors.com.
Tell him unions.org sent you for a free consultation
Wadell and Reed do you do pension rollovers to 401ks?