Hi Robert,
That's correct.
Future 401k contributions can be rolled over one at a time manually online
or over the phone. (not automatically)
Thank you,
Alty Kosherbek
Financial Consultant
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CA Insurance # 4301004
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Alty - I'm sorry if I asked this already, but I see that there's nothing
in my company's 401K at the moment. But, I also see that, since I hit the
annual limits already, I am no longer making contributions.
Were all the assets in my 401K account rolled over to the managed account?
(This would be fine.) And, going forward, will further 401K contributions
need to be repeatedly rolled over to the managed IRA? Or, will future
401K contributions automatically just go into the managed account?
Thanks.