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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][quote=Anonymous]Ascensus closed my account on 8/25 and told me I will receive the check around 9/6. I wish that I hadn't moved my individual 401(k) from Fidelity to Vanguard![/quote] Did you go through the steps of terminating yourself as an employee and filling out their distribution forms? Maybe I am unnecessarily nervous about this. It’s a lot of money and I don’t want to mess it up![/quote] Boggleheads is saying not to do this. The plan literature lets you fire them as trustee and appoint a new trustee. Send it certified citing the language and it's their problem (and a big deal to their regulators) if they can't figure it out [/quote]
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