I’m glad it wasn’t a large sum. If he was vested, then the money is his, not theirs for the taking.
Thanks Deb—I do hope that’s the case and AUL just doesn’t have the information from the new company yet. I still don’t know if you can be vested, then have a plan change, and be unvested. It doesn’t seem like that would be legal, but nothing surprises me any more.