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To: beaversmom

You were given incorrect information.

If your husband was vested, he is still vested, regardless of any changes in the plan rules, trustees, or investment carriers.

It’s the law.

After HR confirms this for you next week, get the paperwork to roll it to an IRA, or to your husband’s new plan.


38 posted on 08/13/2010 5:58:02 PM PDT by grandpa jones (Obama must be exhausted, having to tote that giant brain of his around all the time.)
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To: grandpa jones; Blaine Fabin

Thanks g-pa and blaine—feeling better about this than I did Thursday and Friday. I think we are going to get it sorted out. I betcha the two AUL people were talking out their you know whats. The government person was just giving me general info—yes they can change their plans including vesting, but I don’t think she committed to it being okay retroactively.


40 posted on 08/14/2010 1:02:31 AM PDT by beaversmom
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