I'm the administrator for my wife's money purchase pension plan (Keogh) and they are the trustee, but that was not a transfer/rollover. Perhaps therein lies the issue. I should have mentioned that my Keogh is already with Vanguard but in their mutual funds. Another interesting fact is that other mutual fund families with brokerages such as T.Rowe Price and Fidelity will act as trustees as will Schwab. I just looked at my last 5500 return and the Schedule P Vanguard provided. That one is pretty scary. The form wants a trustee with an EIN (??). Of course, the reason for the Schedule P is clear as mud. It seems to start a clock running on some condition under section 401a of the IRC.Anyways, thanks for your response. At this point, I think that I will have to pull my account from Vanguard.ayduda
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