The National Directory of Certified Public Accountants

Ask A CPA - Retirement Planning

Can I Leave My Retirement Funds With The Company I Left When I Changed To Another Job?

Generally, if the present value of your benefits is less than $5,000, then the old employer may distribute your funds without your consent. If the amount is more than $5,000, you probably have the option to leave your funds in the plan of your former employer.

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