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Retirement Insights & Answers

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on February 20, 2018.

About This Meeting

The Retirement Answers and Insights Webinar was not recorded due to compliance issues. Handouts for the presentation are available.

Today's Webinar will help you address an important decision — what to do with your retirement plan assets when you retire or leave your job. This is money you've worked hard to save, and it's important that you handle your plan in the way that can most benefit your financial future. In addition, your plan may provide additional options such as installment payments or annuities that are not discussed here. You should consult with your plan administrator regarding any such options.

Learn Objectives:

1. What is today's retirement reality, and why it's important for you to understand what that looks like
2. What are the advantages and disadvantages of your retirement plan distribution options
3. What special considerations may affect your decision
4. What will be your next steps


Jamie M. Waldren

presenter photologo

Wells Fargo Advisors

Jamie is a managing director-investments with Wells Fargo Advisors. His experience is in the investment consulting, retirement planning, and business advisory services, including wealth management and business succession planning, including ESOP transactions and structuring QRP portfolios to utilize Section 1042 tax deferral strategies, liquidity and asset management, trust, and insurance services. He holds the following FINRA Securities Registrations, including series 7, 63, 8, and 31. Wells Fargo Advisors does not give legal or tax advice.