Don't Forget: 401(k) Consolidation

| April 29, 2018
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It is unbelievable but Americans lost track of more than $7.7 billion in retirement savings in 2015, according to the National Association of Unclaimed Property Administrators (NAUPA).

If you have lost track of old 401(k) or other company retirement plans don’t worry so have many others. often times it is out of sight out of mind.

What to do?

Track down any potential assets at the NAUPA site for unclaimed assets.

The above link is not a complete list so make sure your contact old employers to see if you left funds behind. Call the HR Department and check old statements for contact information.

There are also websites that can help. To find your old employer’s current contact information, try this website. Check the Labor Department to see if your old plan was terminated. A former employer may even be trying to reunite you with your money, so look at this website to see.

So get busy and roll these assets into an IRA or your new employers plan.


Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O


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