Rollovers (401k & 403b)
If you have recently changed jobs or if you are nearing retirement, you have an opportunity to move your retirement savings. Whether you have an existing 401(k) or 403(b), we can help you take control of your money by rolling it over into an Individual Retirement Account (IRA). Helping you transition your monies and select the appropriate investment allocations for your needs can be made easier by working with our PeoplesFinancial and Insurance Services Representatives. They have assisted many customers with making this transition. Earning the most for your retirement dollars is an important decision. We can help you with your needs and keep you on track for a secure retirement.
For more information, on our Retirement & Pension Plans contact one of our PeoplesFinancial and Insurance Services Representatives.
Ask Us/Contact Me
PeoplesFinancial and Insurance Services are available at 1936 Memorial Drive, Chicopee, MA 01020 and 7 College Street, South Hadley, MA 01075. For your convenience you can meet with our PeoplesFinancial and Insurance Services Representatives at any other location by appointment only. Phone 413.538.9500
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. PeoplesFinancial and Insurance Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.