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I'm not alone. Other former employees had the same thing happen.

I was there 3 years, had a 401k, takes 5 years to get vested.

When I left, I took my money with me. During employment, my vested, and unvested deposits were in 2 separate accounts. I could see both on the website, and got statements for both, but I only had control over mine.

I left 5 years ago, and since then, I still get quarterly statements on "their" money, I figured they just leave old unvested money in those accounts to remain invested and grow.

However yesterday I got a 1099r and a deposit stub showing that it had been rolled over to a Charles Schwabb IRA on my behalf.

So shouldn't I be able to contact CSB and roll it over to my main IRAs?



Submitted September 30, 2018 at 08:41AM by Spikito1 https://ift.tt/2zG3DnM

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