Very sorry to hear about your troubles. Larry makes some very good points assuming that the trustee is serving your best interests. Sometimes banks and trust officers don’t do the right thing but a trust gives them
You should receive statement at least quarterly, with your balance information, as well as phone numbers to contact Human Resources. If you have not received a statement recently, maybe the custodian does not have your current
I want to congratulate you on your recent marriage. A will is an important first step. Please find a local lawyer by visiting http://www.lawyers.com/, and also have a Financial Professional review your Life Insurance since
Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.