I worked for a company that had their qualified retirement plan at Nationwide. When i retired i requested a rollover to vanguard. Nationwide cut me a check for the full balance of the account and I completed the rollover. Six months later, they claim there was an error in calculating the vesting percentage and want that amount returned. They have agreed to accept either the dollar amount of the error or the current value of the amount of stock purchased with the error amount. Assuming I agree that there was an error, my questions are :
1. Has anyone seen this?2
2. Is there a way to correct this which would not involve selling shares of my rollover IRA and creating a taxable event
3. Can I pay this with funds outside of my IRA?
