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Hi my name is Jason Tully I'm trying to find out how much I have in my 401k plan?

Jun 20, 2015 by jason in  |  Flag
4 Answers  |  5 Followers
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Hi Jason,

The quickest way to find this out is check with your HR department; they should be able to tell you the website where you can check this. If you receive statements from your plan administrator you may also be able to see the website along with a customer service number that can guide you on how to view this online.

Best of luck.

My best,

1 Comment   |  Flag   |  Jun 22, 2015
Eric Simonds CFP®

Jorge,

Great Start. The HR department should be a great deal of assistance.

Si

Flag |  Jun 22, 2015 near Brunswick, ME

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You may also consult one of the advisors on Bright Scope. The search feature should allow you to find someone local and who will provide you with a free consultation.

Good Luck,

Eric Simonds CFP®

Comment   |  Flag   |  Jun 22, 2015 from Brunswick, ME

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You should have an online portal to access this info at any time! Ask your plan sponsor or HR contact to get you set up. There is also a participant hotline you can call to get assistance.

Cheers, Korben Konrady Labrum Wealth Management 760-707-5555

Comment   |  Flag   |  Jun 24, 2015

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Brian Kuhn CFP® Level 17

Perhaps this article is helpful.

http://www.brightscope.com/financial-planning/advice/article/24529/10-Ways-To-Find-An-Old-401K-Plan/

Comment   |  Flag   |  Jul 29, 2015 from Fulton, MD

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