Archives for 401k Rollovers

The 401(k) Rollover Process is Antiquated

Ever had to do a 401(k) rollover? Most of the time, you have to request a physical check by mail from your 401(k) provider, receive it in the mail, print out a form, fill it out, then mail that form with the check to the new provider. With, like, stamps and envelopes! Not only that, but the 401(k) provider usually requires verification from your old employer’s human resources department before you can do anything with your retirement nest egg. (And, let’s face it, that old HR department may or may not consider your request a high priority.) The sad state
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Categories: 401k Rollovers.