How Many 401(k) Accounts Do You (Still) Have?

The challenges associated with rolling over one’s 401(k) balance from one plan to another are well-chronicled – and they’ve been known to thwart the most determined account consolidator.

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* 1. How many 401(k) accounts do you have?

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* 2. Have you rolled over 401(k) balance(s) from a former employer plan to a new employer's plan?

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* 3. If you tried, but were unsuccessful, why was that?  Check all that apply (including from multiple attempts)

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* 4. Have you ever used a rollover service, and if so, how was that experience?

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* 5. In working with participants, do you encourage rollovers?

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* 6. Other comments about rollovers, not being able (or willing) to rollover, rollover services, keeping up with multiple 401(k) accounts, not being able to keep up with multiple 401(k) accounts, or life in general?

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* 7. What is your role working with retirement plans?

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* 8. What size plans do you PRIMARILY work with?

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* 9. Suggestions for future survey questions?

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* 10. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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