Get Answers About 401k Rollover

Can a former employer (and self-appointed trustee) stop my 401K rollover to an IRA?

I worked for 8 years at a small private corporation contributing to the 401k plan. The owner of the business is the trustee, the 401 k plan is managed by a firm contracted by him. I quit my job and want to rollover...

Answered 7/11/2011 | Answer This | 2 Answers | See Question

401K rollover to Roth IRA with AGI limit

I have a 401K from a previous employer that I want to convert into a Roth IRA. Unfortunately I am not eligible to contribute based on income limits above 120K. It seems the rules changed in 2010 and allow the...

Answered 6/19/2010 | Answer This | 1 Answer | See Question

Ex boss won't send 401k rollover forms

I quit my old job 02/28/10 because of a hostile boss/owner. On march 23rd I sent a letter requesting rollover forms so I can deposit it to my UBS account. so far I have no reply. My ex boss is the administrator...

Answered 4/26/2010 | Answer This | 1 Answer | See Question

401k rollover

Can i roll my 401k into a money market account

Asked 6/25/2009 | Answer This | 0 Answers | See Question

I am currently trying to have my 401k rolled to my ira, i am over 65 and close to retiring what laws govern

What laws govern 401k rollover. Is the plan administrator (employer and and/or the company that holds the plan) goverened by laws as to timely transfer of funds, or are their internal plan restrictions that govern...

Asked 12/2/2008 | Answer This | 0 Answers | See Question

Laws re. 401k rolloever distribution for a pool balance forward plan?

Must my former employer use the most current statement for a 401k rollover distribution for a pooled balance forward plan or can he arbitrarily re-evaluate the account for some people but not for others, depending...

Asked 11/19/2008 | Answer This | 0 Answers | See Question

If 70 1/2 and required to withdraw funds from my 401k rollover IRA, what is the penalty for not complying until 71 1/2?

As I understand it, the percentage of withdrawal at 70 1/2 is based on the balance in the account at the end of the year before, which in my case would be Dec 31, 2007. As there was considerably more in the account...

Asked 10/27/2008 | Answer This | 0 Answers | See Question

Does an employee have a right to hold onto an employers 401k rollover request after the employee terminates his/her employee ...

I received, completed, and returned my 401K rollover paperwork to my ex employee and over 6 weeks has gone by and the rollover is still not complete. The employer is holding the paperwork. Is this legal and...

Asked 8/5/2008 | Answer This | 0 Answers | See Question

My new employer doesn't have a 401k. I already had a Roth and an existing IRA. Which one should I fully fund now?

I was recently laid-off and my prospective employer doesn't currently offer a 401k (may in the near future). In addition to the above question, will the 401k rollover be considered part of the yearly IRA contribution...

Answered 6/9/2008 | Answer This | 1 Answer | See Question

I am trying to track down my 401K Rollover Check

I am Craig Finley. Currently I am employed by CSC. You received my 401K rollover check from my previous employer, Alion, last Thursday. When will it show as a pending transaction on my curretn 401K/Matched Asset...

Answered 6/5/2008 | Answer This | 1 Answer | See Question

401k rollover?

I've been researching on my rollover options but have not come across a clear statement saying that I can rollover my 401k with my old employer to my new employer's 401k AND an IRA. Any reputable links...

Answered 6/1/2007 | View Answer | See Question

401k rollover?

How long after, if your employer goes under, does a person have to rollover their 401K before any penalties are applied? Can a person just leave the money in the firm that is holding the 401k?

Answered 10/27/2007 | View Answer | See Question

401k rollover?

I've got some funds (401k) in a company that I no longer work for. I was wondering if I can roll these funds into another 401k plan with my current employer without any penalties or taxes having to be paid....

Answered 10/16/2007 | View Answer | See Question

401k rollover?

Does the company I work for have a legal right to keep my money in a old 401k even after the company sold to a larger company, the name has changed somewhat and the new owners have there own company 401k for us?...

Answered 11/27/2007 | View Answer | See Question

401k rollover ?

I rolled my 401k from an old job into a IRA. It's been almost it's 3 yrs., can I now put that in a CD without a penalty?? I'm 47 and just want the $$ to make as much as possible in interest. I don't...

Answered 7/17/2007 | View Answer | See Question

401k rollover?

Hello, I am getting a new job in two weeks and there 401k doesnt start for a year. I have one set up with my old job and would like to roll it into an ing direct mutual fund. Do you think thats a good idea or is...

Answered 5/20/2008 | View Answer | See Question

What should i rollover my 401k into?

I’d like your suggestions on how I should handle my 401k rollover. Some background info: I’m 23 years old and I left a company (I had worked there for a year) at the end of October. My 401k had a balance of about...

Answered 12/18/2007 | View Answer | See Question

401k rollover to roth ira?

if someone wants to roll overtheir 401k into a roth ira? if someone wants to rollover their 401k into a roth ira their pretaxed 401k money will have to be turned into after taxed money durring the rollover to...

Answered 4/21/2007 | View Answer | See Question

401k rollover loss?

I rolled over a 401k from a former employer to my IRA in 2006. The 401k was a straight stock purchase plan, w/o any employer contribution. I had invested about $6000 in the plan, and when I did the rollover,...

Answered 2/19/2007 | View Answer | See Question