Answers from Top Financial Advisors

Larry R Frank Sr Level 15
This is an example for a reason NOT to leave your 401k at an OLD employer ... an uninterested HR department in past employees. Hopefully you have an old statement for your old 401k (or remember who was managing the 401k if ...(more)
1 hour ago
Start by talking to your HR department at work. They should be able to point you in the right direction.
2 hours ago
Denise, every plan has a Third Party Administrator, or TPA, which, as the name implies, administers the plan. The TPA needs to ‘amend’ the plan to allow it to make the conversions. So my recommendation is to call HR and ...(more)
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