What Happened to my Old 401K?

 

Discover how to locate your lost 401K. Financial advisor Cristina Perez shares valuable tips, including contacting your old employer and searching for old statements. Explore additional resources like the National Registry of Unclaimed Benefits and the Department of Labor’s search tool.

Once found, you have options:

  • Review your investment strategy
  • Roll it over to your new employer’s 401K or an IRA
  • Take a cash distribution
  • Seek personalized guidance from us or a financial advisor

Don’t let your retirement savings go unclaimed! Click the video above to learn more.

To discuss any questions you may have, please contact us at (480) 494-2750 or click here to schedule a 15-minute call.

Bayntree does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance on your individual situation.

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