How to Find an Old 401(k) Account

How to Find an Old 401(k) Account

07/25/22

During the frenzy of leaving behind an old job and getting acclimated to a new position, rolling over your 401(k) plan isn’t always your first priority. Some people even lose track of a 401(k) plan at a former employer.

Here’s what to do if you’re trying to find funds held in a previous employer’s 401(k) plan:

  • Contact your former employer.
  • Review 401(k) plan documents.
  • Find the current location of retirement funds.
  • Search unclaimed property databases.
  • Look for forced transfer IRAs.
  • Take steps to prevent a lost 401(k) plan.
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