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Safeguarding your online banking sessions is our top priority. For information about how you can help protect your online banking sessions, or if you need additional assistance with your e-Treasury log-in, please contact TM Service at [email protected] or 212.575.8020.


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Business Online Banking
If you need assistance, please contact Client Services at [email protected] or 855.274.2800

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IRA Rollover Services

Do you have money in a 401(k) with a former employer or an IRA and not sure what to do? You are not alone. Many people have money sitting in accounts and unsure if they’re getting the most out of their investment.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Webster Investments logo

Employee Retirement Plans

Competition is high when looking for and keeping employees who will work hard to help make your business a success. Stay ahead of the competition with retirement plans designed to meet your needs and theirs.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Taking control of your money

IRA Rollover Services

You can leave your money with a former employer’s retirement plan but since you can’t actively contribute to that account, your balance will only grow as the market allows. If you want to get back to actively contributing, you typically have four options (and in some cases even more by combining options) for your money to grow. Please note, each choice will always have pluses and minuses and a financial professional can help you find the best solution for your goals and objectives.

Your options
  • Leave the money in your former employer’s plan, if permitted;
  • Roll over the assets to your new employer’s plan, if one is available and rollovers are permitted;
  • Roll over to an IRA (Traditional and/or Roth); or
  • Cash out the account value

Help is available

As with any changes to your retirement strategy, you want to be aware of any tax implications. Our financial consultants can walk you through your options with a free, no-obligation financial review.

Schedule your review

Illustration of IRA opportunities

Managing it all

It can be a juggling act to live your best life now while preparing for the future. Wouldn’t it be nice to have someone who can help keep the focus on tomorrow so you can enjoy today? Find out how a financial professional can help you do just that.

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Disclosures

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Webster Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Webster Bank, N.A., Webster, Webster Bank, the Webster Bank logo, and the W symbol are trademarks of Webster Financial Corporation and registered in the U.S. Patent and Trademark Office.

© 2024 Webster Financial Corporation. All rights reserved.

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