FAM Funds
Fenimore Private Client Group
Investment Advisors
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IRA Rollover

When you change jobs or retire, you usually have four main options
for your retirement fund:

  1. Roll over your employer plan account to a FAM Funds IRA
  2. Transfer the savings to your new employer’s plan (if permitted)
  3. Leave your assets in your former employer’s plan (if permitted)
  4. Take a cash distribution (taxes will apply and withdrawal penalties may apply)

FAM Funds’ in-house shareholder services team makes rollovers easy.
They are available to:

  • Discuss your investment options and advantages of each
  • Assist you with paperwork
  • Help with each step in the process

What you need to get started:

  • Have your most recent statement ready
  • See what your financial institution needs to release your money

Please call us at 800-932-3271 and we will help you with the process. 




All investing involves risk including the possible loss of principal. Before investing, carefully read the fund’s prospectus which includes investment objectives, risks, charges, expenses and other information about the fund. Please call us at 800-932-3271 or visit famfunds.com for a prospectus or summary prospectus.

Securities offered through Fenimore Securities, Inc., Member FINRA/SIPC and advisory services offered through Fenimore Asset Management, Inc.

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800.932.3271 / 384 North Grand Street, Cobleskill, NY 12043
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FAM Funds: IRA Rollover
Changing jobs or retiring? Bring your retirement assets to us. FAM Funds’ in-house shareholder services team makes rollovers easy.