pixmax Posted November 10, 2010 Report Share Posted November 10, 2010 We currently took over a large 403b plan and are in the processing of moving the money to a new vendor. In 2006 the client moved money to another vendor however 9 contracts stayed with the old vendor. 5 are currently active and 4 are terminated. All 9 accounts were not included on the Form 5500. I guess Accountant did not know of the contracts. Can we consider them orphaned contracts? Does the money have to moved over to the new vendor for all the contracts or just actives. Any advice would be greatly appreciated. Link to comment Share on other sites More sharing options...
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