Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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The Checklist You Need to Manage Multiple Retirement Accounts
MarketWatch Dec. 21, 2015
"Never assume that 401(k) accounts you have left behind in former employers' retirement plans will be managed the same way in perpetuity after you switch jobs, and, like a money-market account, will simply appreciate over time.... Has your former employer engaged in any mergers or acquisitions during the past year? ... Aside from mergers or acquisitions, has your former plan undergone any other major changes? ... Have you received the plan's most recent annual report?"
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