What do your plan documents say? My plan’s SPD (understand that everyone’s is different) actually has a specific section that specifically states that my company pension may be rolled into the company 401k upon retirement.It's been a concerning experience with my interactions at Fidelity because after multiple calls along the way, no one caught that this would be an issue.
Perhaps it is Fidelity that needs some hand holding. My company pension and 401k are both with Fidelity and I have had to point them to specific pages and paragraphs of the SPD to get them to do what I want when the SPD says it is allowed (that an on the phone rep said I couldn’t do).
Statistics: Posted by SkatingtoFire — Thu Sep 12, 2024 10:43 pm — Replies 6 — Views 338