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Who can I contact regarding my individual Macy's 401K balance?

Feb 14, 2012 by Roberta from Minneapolis, MN in  |  Flag
4 Answers  |  5 Followers
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9 votes
James Holland Level 18

James Holland Roberta I agree try HR you can also try the website attached you should have been given login information. https://www25.benefits.ml.com/login/login.aspx

Comment   |  Flag   |  Feb 15, 2012 from Charlotte, NC

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Mike Kane Level 15

The record keeper, in this case Merrill Lynch typically aren't fiduciaries, Neal. They may have a 3/21 limited scope fiduciary. In this case, Rocaton Investment Associates, who appears on the 2010 form 5500 as the advisor. The fiduciary is the Plan Sponsor or Macy's. They can't abdicate their role.

Comment   |  Flag   |  Feb 15, 2012 from Alpharetta, GA

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I would check first with the HR department, and ask them to guide you. In addition, check you statement and contact the fiduciary of the plan, who may be Fidelity, Vanguard, or another qualifed fiduciary. Check to see if you can set up the ability to view your aaccount on line, so you can view it at anytime, or make changes based on your suitability and market conditions.

Comment   |  Flag   |  Feb 14, 2012 from Suffern, NY

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0 votes

The Macy's H.R department.

1 Comment   |  Flag   |  Feb 15, 2012 from Port Washington, NY
James Holland

Roberta I agree try HR you can also try the website attached you should have been given login information. https://www25.benefits.ml.com/login/login.aspx

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Flag |  Feb 15, 2012 near Charlotte, NC

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