would really appreciate any insight or advice from this group.
i finally chose to consolidate an old 401k from a previous employer from about 5 years ago. making this more complex is that i had started contributing ROTH into this 401k in addition to pre-tax, another previous roll-over, and employee match. i am trying to move it into my current employer's plan, which i have confirmed multiple times will accept ROTH. i had called both banks at least 10 times each to ensure this process would go smoothly. i filled out the request for separation distribution form paperwork with someone on the phone who ASSURED me i would receive two checks - one with pre-tax and one with ROTH as that is standard operating procedure and the roll-in institution insisted on two checks. of course, i only received one check for the full account balance. i called and asked them to void the check and send two checks - they called me back yesterday to let me know that a supervisor had 'rejected my request'. the other institution will not accept the check and this institution is refusing to write two checks. now i have a large check written out to an institution (FBO me) that cannot be accepted. without getting an attorney involved, do i have any recourse? this is extremely stressful and again would appreciate any insight or help. thank you.
