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How do you find out how to get your 401k plan from a company that is not in business anymore?

Aug 06, 2014 by Todd from Croydon, PA in  |  Flag
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2 votes
Urban C Fleming Level 8


Try searching the following:





Comment   |  Flag   |  Aug 07, 2014 from Jacksonville, FL

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Urban makes some great points. On top of that, I'd say if you have a past statement I'd call the financial institution listed. They might be able to provide further insight on how to claim your account. Hope this helps.

Thanks, Michael Pemberton http://certusfg.com

Comment   |  Flag   |  Aug 07, 2014 from Atlanta, GA

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Todd, I wrote an article on my blog on this subject. Go to http://www.greenbergfinancialgroup.com/blog/how-do-i-find-my-old-401k-or-pension-plan-0 It covers all scenarios.

Comment   |  Flag   |  Aug 20, 2014 from Delray Beach, FL

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Brian Kuhn CFP® Level 17

Thanks for your submitting your question. Brightscope is an aggregator of retirement plan information however does not handle your employer or former employer’s retirement plan specifically. If you still have the contact information of the person who handled anything to do with human resources at the company that would be your first place to start for the information you are looking for. Additionally if you run into further setbacks here is a link to an article I wrote on tracking down a 401(k) http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-Your-Old-401K/ I hope all of this helps. Feel free to reach out directly or contact other advisors who post an answer to your query as I’m sure one of us can help. See tax assistance as well to understand the rules there if you make any transactions on your account.

Comment   |  Flag   |  Dec 17, 2015 from Fulton, MD

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