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I just found our that I have a retirement account with SPX. How do I go about checking it out and getting my money?

Jan 05, 2015 by PHYLLIS from Newville, PA in  |  Flag
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Phyllis, in addition, you could try contacting Fidelity directly to inquire about an account that you may have. Last I checked, Fidelity was the Plan Provider of the plan.

Comment   |  Flag   |  Jan 05, 2015 from Mystic, CT

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Phyllis,

Call the company's Human Resources department. They will be able to tell you if there is an account balance associated with your social security number and other information and they can then tell you the steps required for you to roll over any funds to which you are entitled.

Comment   |  Flag   |  Jan 05, 2015 from Fort Washington, PA

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My experience with Fidelity is all good. They don't even require a signed distribution form for you to request your money. Of course, always best to rollover all funds to avoid taxes and penalties.

Comment   |  Flag   |  Jan 05, 2015 from Mission Viejo, CA

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Unlike Curtis, I found Fidelity to be quite a pain to deal with as they never want to release funds and push VERY hard to get you to Rollover into one of their IRA's. The world is much bigger than Fidelity, and much better for the most part, so I would first talk with the HR Department to determine if you still have assets, followed by a call to your Financial Advisor to assist with IRA Rollover idea's and solutions, and then call Fidelity to move your money. Good luck and let us know if we can be of any further assistance! Happy New Year!

Comment   |  Flag   |  Jan 06, 2015 from Bloomingdale, IL

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