Switching a 401k from ML to FDLTY | TigerDroppings.com

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CajunCaimen
LSU Fan
Gulf Coast
Member since Nov 2009
891 posts

Switching a 401k from ML to FDLTY



I am switching jobs soon, and need to transfer my 401k over as we'll, I have never done this before. Wat do I need to do?

Thanks!







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foshizzle
LSU Fan
Washington DC metro
Member since Mar 2008
30166 posts

re: Switching a 401k from ML to FDLTY


Call Fidelity and ask them. They will have specific instructions and will walk you through the process.





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CajunCaimen
LSU Fan
Gulf Coast
Member since Nov 2009
891 posts

re: Switching a 401k from ML to FDLTY


Sounds good.

It's typically no bid deal, right?






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Khameleon
LSU Fan
Baton Rouge
Member since Feb 2009
1437 posts

re: Switching a 401k from ML to FDLTY


If only there was a board dedicated to money related topics...





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CajunCaimen
LSU Fan
Gulf Coast
Member since Nov 2009
891 posts

re: Switching a 401k from ML to FDLTY


Sorry! I'll ask that it be moved over there... That's what I get for assuming there would be people on the OT who knew something about money.





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Spankum
LSU Fan
Miss-sippi
Member since Jan 2007
32476 posts

re: Switching a 401k from ML to FDLTY


it is no big deal at all...basically, the company who is receiving the account will handle the whole thing for you...in fact, as soon as you change jobs, you are likely to hear from a few others who want to handle your account....





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RJSambola
LSU Fan
Member since Jun 2012
73 posts

re: Switching a 401k from ML to FDLTY


the OT has no need for a 401k, that means you have to work which means you are poor.

/thread






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TigerDonk
LSU Fan
BR
Member since Dec 2011
646 posts

re: Switching a 401k from ML to FDLTY


Money board?
Also, it's never a bad idea to get a financial adviser to look at this with you.
Great Info






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Spirit of Dunson
Columbia Fan
Member since Mar 2007
21636 posts

re: Switching a 401k from ML to FDLTY


Really no big deal. I've done it several times, and the new institution knows what to do.





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