All Questions
Tagged with retirement-plan rollover
6
questions
3
votes
2
answers
598
views
Can I regularly direct funds to a different retirement account?
I don't like my company's retirement plan sponsor. I feel their array of investment options are quite poor (poor because they don't have many options, their expense fees are high, and they don't offer ...
- 131
1
vote
1
answer
125
views
Is there a penalty for rolling a 401(k) into new employer while the markets are down?
I have a 401(k) account with my old employer which I have not rolled over yet to my new employer. As I am no longer contributing to the old account or employed by them, I am wondering if there any ...
- 113
0
votes
2
answers
127
views
What options, if any, exist for a penalty-free transfer/rollover of a TIAA 403(b)?
My previous employer was a university with a TIAA 403b. Now that it's been over a year since I left, I am interested in transferring some or all of those funds to Vanguard, with whom I've had a Roth ...
- 101
3
votes
1
answer
135
views
What are the limitations on rollovers to an IRA?
My friend wants to consolidate his various retirement account accumulated over the past 20-30 years to make it easier to manage/track his retirement savings. He doesn't recall immediately all the ...
- 9,533
3
votes
2
answers
839
views
My 401k failed the nondiscrimination test -- how to avoid taxable distribution?
As in this question, and this question, my ex-company's 401(k) failed the nondiscrimination test.
I've recently received a letter from the company's HR to the effect that I will receive a corrective ...
- 133
6
votes
3
answers
1k
views
Can't withdraw from 401k because plan trustee can't be found
My previous employer (startup in Silicon Valley) was acquired by a foreign company about 2 years ago, and the parent company laid off pretty much everyone about 1 year ago, which I was a part of. I ...
- 61