Guest Kuryan Thomas Posted November 13, 2000 Report Share Posted November 13, 2000 My previous employer has a SIMPLE IRA plan. He took the 3% matching option (i.e., all contributions are matched up to 3%). However, rather than matching contributions each paycheck, he matches the entire year's contributions in one lump sum in April of the following year. So, for example, my 1999 contributions were matched in one lump sum in April 2000. I left this employer in May 2000. I shut down my Merrill Lynch SIMPLE and rolled it to a rollover IRA at Vanguard. It never occurred to me to ask for the 2000 match when I left. What are my options now? Can I insist on receiving my 2000 match, and if so, how would I receive it (i.e., which account)? Thank you. Link to comment Share on other sites More sharing options...
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