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Call the company's Benefits Dept or HR Dept to get the phone number for the 401k company they use (if you don't already have the phone number). Call the number and the 401k company should be able to give you the information you are requesting after asking ...(more)
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The short answer is no, you won't be able to share the funds without incurring taxes and penalties. Since you are the sole beneficiary you are the only person to which the funds in the account can be distributed without taxes and penalties.
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To get the specific options you'll have to call Sun Chemical's benefits dept but generally speaking most pension plans allow you 2 options for cashing out your pension once you have either retired or separated employment: 1 - Full Liquidation - the pension ...(more)
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You just have to call your former employer and get information from them as to where the money is held, and who to call to get access to it.
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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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