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There are a number of online directories or search cites you can consult: http://www.tagdata.com/tpa-directory http://www.erisaconnect.com/ http://www.401khelpcenter.com/pdf/Solok_Vendor_List.pdf
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"Cashing Out" can mean a couple of vastly different things. If you are looking for some extra cash to pay off bills or to spend in some other way, then it is a straight forward process as outlined in the previous answer. Please keep in mind that this ...(more)
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I would start with the plan advisor provided by your employer. A call to your HR department will get you some basic information and directions on how to get more from the plan administrator. They will be able to get you a list of the investment options ...(more)
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I would recommend that you make a short list of the personal attributes you are looking for in an advisor. Many people focus on numbers and performance to the exclusion of what really matters, and that is do you get along with and trust the person you ...(more)
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Avani Desai Level 1
Do you have a 401K with your current employer?
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Avani Desai Level 1
I am happy to help.
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My recommendation is to contact Greg Bakke at Expand Financial. 720.387-8158
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You will want to call the financial firm that operates the 401k plan for Lowes (you should be able to find the phone number on a recent statement) and request how to withdraw or rollover your funds. Alternatively, contact the Lowes HR department and they ...(more)
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Tripp Welch Level 2
The 401(k) plan document governs the operation of the plan. It sounds as though the document prohibits in-service withdraws therefore you would have to separate from service to be able to access your savings. Plan documents have re-hire provisions in ...(more)
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Tripp Welch Level 2
It depends on the terms of the merger/aquisition. The fact that the new company does not have a plan established does not seem to point to the fact that you will have a forced election. Most mergers give employees the option to 1) keep $ in the old ...(more)
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Tripp Welch Level 2
It is hard to advise on the stock purchase plan without knowing more details. If your your 401(k) has a match, you should contribute a sufficient percentage of your paycheck to get all of the free company match that is available. If you still have the ...(more)
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If you are still looking for an answer to this question, "California Estate Law: Wills and Trusts Made Easy: Make Your Own Will, Trust, Power of Attorney Over Financial Affairs, and Advance Healthcare Directive" by Brenda J Edwards JD looks like a book ...(more)
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Besides the previous comments, there is an assumption made that the two securities' returns are highly correlated with each other. If they are not, it is not statistically correct to depend on beta as a risk measure.
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Try the Palm Springs Angel List: https://angel.co/palm-springs/investors
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I personally use Pensco Trust Company. They have great service and wide range of features.
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