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From: chiloGod
Date: 10-28-2003, 08:10 AM (1 of 6)
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Hi all! I need help. My husband just started a new job and he had a 401(k) plan there. I am responsible for getting his old plan transferred to a new one, but I don't know how to do this. I don't really understand everything about it (being young and never having to deal with it before). Can someone please help? |
User: chiloGod
Member since: 08-19-2003 Total posts: 65 
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From: plrlegal
Date: 10-28-2003, 11:48 AM (2 of 6)
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chilogod you need to get in contact with the plan administrator at your husband's former place of employment and they should have all of the instructions for taking care of the transfer. Patsy Patsy
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User: plrlegal
Member since: 05-19-2001 Total posts: 318 |
From: Raine
Date: 10-28-2003, 02:37 PM (3 of 6)
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You might not necessarily have to transfer the plan, though. We have 401K money through my husband's former employer, and have kept it there because it earns more than his current 401K. Just a thought. Raine |
User: Raine
Member since: 04-19-2000 Total posts: 259 
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From: plrlegal
Date: 10-28-2003, 08:36 PM (4 of 6)
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Good suggestion Raine. I had forgotten about that option. There again, the plan administrator is the one that will have that information and can discuss the best options with you and your dh. Patsy Patsy
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User: plrlegal
Member since: 05-19-2001 Total posts: 318 |
From: chiloGod
Date: 10-29-2003, 11:33 AM (5 of 6)
I did contact the plan administrator and everything is taken care of.
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User: chiloGod
Member since: 08-19-2003 Total posts: 65
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From: plrlegal
Date: 10-29-2003, 12:14 PM (6 of 6)
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Good going ChiloGod! It is really important to take care of those types of thing ASAP. Patsy Patsy
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User: plrlegal
Member since: 05-19-2001 Total posts: 318 |
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