I have recently left a job where they provided a defined benifit plan that was solely funded by the employer. I am now self employed. I was vested in the plan and have somwhere over $5,000 in equity. The only reson I know it's over $5,000 is that they would have sent me a check if it was under the 5k. The plan manager (Principal Finance) says they can roll it over to a Keogh plan. However they cannot calculate the equity amount until I move it.(?) I am interested in a self directed retirement plan and would like to have full discretion of investments. TMF Karen is not sure the Keogh will qualify. She suggested I post here. Any advice on how to go?Thank you, Vic
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