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Anybody know how to find old 401ks?
Posted on 12/16/23 at 3:56 pm
Posted on 12/16/23 at 3:56 pm
Sorry, had no clue where to post this without someone saying wrong board. Any ideas?
7
Posted on 12/16/23 at 3:57 pm to sooner4life130
Try Money Talk
Posted on 12/16/23 at 4:00 pm to sooner4life130
There’s bound to be 15 - 20 experts on the topic on every board on Tigerdroppings. So you probably won’t have to go far.
Good luck though, seriously.
Good luck though, seriously.
Posted on 12/16/23 at 4:01 pm to sooner4life130
Fidely, merrol Lynch, vanguard, etc
Just check with them.
Would be linked to SS #
Just check with them.
Would be linked to SS #
Posted on 12/16/23 at 4:14 pm to sooner4life130
Call the HR dept of your old employers and ask who is the custodian for their 401(k). From there, call said custodians and ask them to search by your name and social.
Posted on 12/16/23 at 4:22 pm to Privateer 2007
quote:
Fidely, merrol Lynch, vanguard, etc Just check with them. Would be linked to SS #
Makes sense, thanks.
Posted on 12/16/23 at 4:23 pm to staylor226
quote:
Call the HR dept of your old employers and ask who is the custodian for their 401(k). From there, call said custodians and ask them to search by your name and social
Thanks appreciate it. I’m assuming the custodians are the companies the above poster was listing?
Posted on 12/16/23 at 4:25 pm to sooner4life130
Yeah that’s the ticket, I think. Poster meant your former employer who administered the account, ostensibly the former employer who was matching funds.
Posted on 12/16/23 at 5:03 pm to sooner4life130
Get your IRS wage and income transcript. Retirement account fiduciaries are required to issue a tax form showing the year end balance each year.
Posted on 12/16/23 at 5:17 pm to sooner4life130
It’s possible that it’s on your tax transcript. Likely not since it is generating taxable transactions, but I have seen the accounts on them. Create an IRS account, your transcripts are there.
That is assuming you can’t call the old plan admin (former employer that started the plan) to access your account. The employer is the sponsor and are obligated to keep the records.
If they terminated the plan, unclaimed property in the state the company was in.
That is assuming you can’t call the old plan admin (former employer that started the plan) to access your account. The employer is the sponsor and are obligated to keep the records.
If they terminated the plan, unclaimed property in the state the company was in.
Posted on 12/16/23 at 5:19 pm to tigeryat
quote:
Get your IRS wage and income transcript. Retirement account fiduciaries are required to issue a tax form showing the year end balance each year.
They aren’t always there, but agreed this is the first place I would check as it would provide the fiduciary
Posted on 12/16/23 at 6:38 pm to sooner4life130
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