Answers from Top Financial Advisors

Janet - Your best bet is to contact the HR department at your former company. They should be able to answer your question(s), or refer you to the plan administrator. Good luck! Brian Pinkston, CFA, CFP® ...(more)
20 hours ago
Peter C. Karp Level 20
Walter You will need to contact your HR Dept. to find out if your plan allows for loans and the details will be in your Summary Plan Description document. If a loan is allowed it is usually for a minimum amount of $1,000. ...(more)
Daniel Glanville Level 10
I agree with my colleagues, that you need to make sure you can take a withdrawal or do a rollover. If it a 401(k) with an old company this should not be an issue. However, if it is with a current company you will have to ...(more)
2 days ago
Ask a Question See All Answers
BrightScope is quickly becoming the most important industry-specific social media platform for financial advisors.