DeborahPal 0 Report post Posted May 7 I left my employer sponsored ERISA plan over 2 years ago and left my annuity balance there. I decided in December of 2019 to roll over my annuity into my 401-k plan at my current place of employment and the check sent to my 401-k was dated /7/2020. I took the balance as of 12/31/18 because the accounts are valued on an annual basis . The valuations take place in April and I was expecting to receive earnings for the plan year 2019. When I called the Fund office today I was told I am not eligible for any investment earning because I had to have an annuity balance on the valuation date of April 2020. I feel I am being robbed a full year of interest and we know that 2019 was a good year for investments. Does this seem legal? Share this post Link to post Share on other sites
Mike Preston 529 Report post Posted May 7 Are you aware of what the plan year is? If it is 4/1 through 3/31 then your account received earnings through 3/31/2019. Share this post Link to post Share on other sites
david rigby 410 Report post Posted May 7 In addition, please edit your original post to correct the faulty date. Share this post Link to post Share on other sites
