[beaversmom]

Yes, he was fully vested. The money was initially with Principal. We still have the statements that say he was 100% vested. He had the account for just over 5 years while he was with the company. The money then went to Great West. Now transferred to AUL.

Why have you ignored this 401k Money in the first place? that is the most important question.

You are correct, we should have done something sooner. I'm not sweating it too much as the company match wasn't a huge amount, but I didn't know that you could be vested and then unvested if that is in fact true. Have to find out more Monday. Just a heads up too for other people that may have an old account.

[macquire]

Sounds to me like an error when the transfer was made. Somebody might have keyed in the wrong start/termination date at the new plan so they aren’t calculating his vesting correctly. Mistakes happen.

BUT, then again, the more I think about it..it is possible they could change the vesting.