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which government agency I should complaint regarding retirement plan roll-over from former employer?
By Tom Dunn | November 14, 2007
Danny Y asked:
I have a cash balance retirement plan from my former employer, it’s similar to a 401k. when I tried to request a roll over to my present employer’s 401 k . I have receive no reply for month. what should be my next step?
Kurt
I have a cash balance retirement plan from my former employer, it’s similar to a 401k. when I tried to request a roll over to my present employer’s 401 k . I have receive no reply for month. what should be my next step?
Kurt
Topics: retirement planning |
November 14th, 2007 at 2:35 pm
Read the terms of the plan! It’s quite possible they have months & months to roll the money over, and that when you enrolled you signed a document that said so!
November 16th, 2007 at 2:15 am
read the details and see what it says about rollovers — by the way i would roll it over to an individual account and not to another company!!!