What types of retirement accounts can you help me locate?
We specialize in locating employer-sponsored defined contribution retirement accounts, including:
- 401(k) plans: Both Traditional and Roth
- Profit Sharing Plans
- 403(b) plans: Commonly found in non-profit organizations
- 457 plans: Often used by government employees
We can also help you locate Roth IRAs and Traditional IRAs only if they are created due to the force out of a previous employee sponsored defined contribution plan.
The frequently asked questions, or FAQs, are intended to be helpful and to get you thinking in a more sophisticated manner about your account transfer and related issues. However, these are not meant for accounting, tax, finance, or legal advice, not intended to be exhaustive, and do not create any relationship or duty on our part to assist your particular situation. We offer no warranties on the accuracy or completeness of the information as there could be developments of any kinds, including, but not limited to, any changes in relevant laws and regulations.