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Reply to "For those whose solo 401k funds moved to Ascensus from Vanguard ... "
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[quote=Anonymous][quote=Anonymous]https://www.dcurbanmom.com/jforum/posts/list/1225058.page Bogleheads has a huge thread on it. [/quote] The last page (27) is interesting because I received the same email from Ascensus outlining the steps to terminate myself as an employee. I replied to the email and said that it seems wrong to do so and re-stated that I am trying to amend and restate the plan. But no one replied to the email, and the person I spoke with on the phone today hated me because I wouldn't readily accept what she was saying about rollovers being the same as transfers. I am not a lawyer or a retirement fund expert, but I'm very nervous that a taxable transaction will get triggered, or that my Plan will be terminated and then I won't be able to contribute for a year. Am I being unreasonably difficult? Either way it's discomfiting that they can't provide a copy of the actual Plan Description that governs what's happening with my money. [/quote]
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