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Where can I find information on a plan that was dissolved?

John Wieland homes dissolved original retirement plan and started new one in 1986. I was employed 1981 thru 1985 and had 80% vesting in profit sharing plan. I received Social Security letter stating John Wieland Homes reported I had annuity valued at 12,612 in 1990. John Wieland Homes cannot locate any records for this. Any ideas on how to proceed?

Jan 26, 2012 by Rebecca from Covington, GA in  |  Flag
3 Answers  |  10 Followers
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3 votes
David Kleinik Level 15

Rebecca,

Anytime i have dealt with these it requires some phone calls and lots of wait music. The two routes I have used in the past is to call the IRS and see if they have more info on who the plan was with I.E. Metlife, Lincoln, ING. The second is to find someone who is with or was with the company (John Wieland Homes) at that time and find who the investment firm was that held and currently holding the money.

Good Luck, David Kleinik

View all 4 Comments   |  Flag   |  Jan 30, 2012 from Jacksonville, FL
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Was there contact information in the letter?

View all 4 Comments   |  Flag   |  Jan 26, 2012 from Boston, MA
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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.

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