Greetings, Kilroy0, and welcome.<<I need some advice. I was keeping my 401k at my old company, for several years, but recently decided to roll it over to a IRA (discount brokerage IRA, of course)! When my old company sent the check to the IRA company, they only sent the value of the last quarterly statement, which was around 12K, but when I requested the transfer, (and currently) it is worth more than 13K. It seems that they are pocketing the difference. Must they give me the current balance of the mutual funds in the 401k, or do they only need to give me the value of the last statement (which was 3 months ago)? >>The answer to your question may be found in the Summary Plan Description for your plan. Each plan has its own idiosyncracies on when and how money may be distributed to include how the value will be determined. You need to check with your old employer's benefits department and the plan administrator to get a definitive answer to your question.Regards…..Pixy
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