Any personal advisory services being offered to you may include investment assistance with respect to when to take a distribution from your tax-qualified retirement plan, how to roll over the proceeds of your plan distribution to an individual retirement account (“IRA”), and how to invest the rollover proceeds held by your IRA. These personal services are unrelated to your Plan, and plan participants are not obligated to work with any particular advisor when arranging for personal services. An investment advisor may have a financial sales incentive to encourage individuals to use IRASelect services due to the additional compensation earned in exchange for the personal services provided, and the investment advisor is not acting as a fiduciary on behalf of any retirement plan when providing personal services to you or another individual.
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