The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: 401(k) to IRA rollover question Date:  7/9/1999  6:13 PM
Author:  Bobbcat Number:  11871 of 88775

Backing up to a previous reply:
<<Expect 3-6 weeks (typically) elapsed time from when you send back the forms before your money actually arrives.>>

This is if your plan is valued on a daily basis.
I was in a daily plan that took 3 months to complete the rollover. My spouse was in an annually valued plan and quit right after year end. It took 16 months to get those funds rolled over. Thankfully they were in good investments. My spouse was then in a quarterly valued plan that was 2 years in arrears in it's recordkeeping... you got it, it took 1 1/2 years to get those funds, only because they were trying to do a catch-up to convert it to a daily valued system.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us