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
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
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.