Answers from Top Financial Advisors

Ted Jenkin Level 18
It's odd today to be getting the runaround by a 401(k) provider. The statement should provide with an 800 number to call which will allow you to talk to a customer service representative or the name/number of the broker ...(more)
2 hours ago
Your employer is required to provide you with a plan statement at least once every 3 years which will list your monthly benefit at retirement but many plans provide such statements annually.
4 hours ago
Urban C Fleming Level 8
Colleen, 1) Contact your old company to find the seperate company that is holding those funds. 2) Open an IRA at your bank or with your planner/advisor as a better option. 3) Tell your advisor/planner what company, and ...(more)
11 hours ago
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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.