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FNB and Penn United

Partnering For Your Financial Peace of Mind

Turning ESOP Proceeds Into Retirement Confidence

As an employee of Penn United Technologies, Inc., we are sure you recognize the significant investment your employer has made in you and in your retirement. Now that the company's employee stock ownership plan (ESOP) is being reset, you have decisions to make on how you invest the proceeds to ensure you have financial peace of mind in retirement.

Options for Managing Your ESOP Proceeds

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Stay

You have the option to leave your assets in your Penn United Technologies 401(k).

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Rollover

You can roll your assets into an IRA account.

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Taxable Distribution

You can take a taxable distribution instead of reinvesting your assets.

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Our goal is to help you make the most of your ESOP proceeds and we believe that having clear, accessible information supports confident and informed financial decision-making.



Our Team is Here to Help

If you would like to discuss the investment options you have for your ESOP retirement benefits, please complete the form below. Our Wealth Management team will contact you by phone or email within 48 business hours to discuss how to optimize your ESOP retirement benefits to meet your goals.


Age Group for Retirement Account Owner:

Estimated Household Retirement Balance Amount:




Why Choose F.N.B. Wealth Management?

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Expertise in Retirement Benefits

  • Our team specializes in retirement benefits, including distribution options, and provides continuing advice and guidance.
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Comprehensive Guidance

  • Help ensure you are saving enough to retire.
  • Make sure your current investment strategy meets your retirement objectives.
  • Help make your estate plans and beneficiary designations right for you.
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Support for Making Smart Financial Decisions

  • Understand the tax implications.
  • Assess plans for healthcare costs when you retire.
  • Understand if paying off debt is the right approach.

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