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401k Question - Flow Thru

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Old 01-04-2018, 10:51 AM
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Default 401k Question - Flow Thru

I have a 401k question from someone who has someone who has flowed to AA recently. Please PM me.
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Old 01-04-2018, 06:10 PM
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Originally Posted by Boogerface View Post
I have a 401k question from someone who has someone who has flowed to AA recently. Please PM me.
Share the info with all of us....thanks
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Old 01-04-2018, 06:37 PM
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Mostly just trying to find out who to contact to get the 401k transferred to AA's $uper$aver, and how the process works. Is it something that has to be done before you flow, or is it something that happens after you go over there? The Flow-Thru section of the Envoy website is rather confusing, and lacking information.
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Old 01-04-2018, 06:41 PM
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Anyone get to the point of needing the company to true up? Any issues, or is it basically all automatic?
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Old 01-05-2018, 06:08 PM
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When you’re in Indoc at AA they will talk about it. They will give you an email address to notify Envoy you want to roll over. Can’t remember it. Envoy only does the roll over 2x per year although they were supposed to do it more often. They want to keep your money in their plan as long as possible.
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Old 01-05-2018, 06:16 PM
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Originally Posted by Iowa Farm Boy View Post
When you’re in Indoc at AA they will talk about it. They will give you an email address to notify Envoy you want to roll over. Can’t remember it. Envoy only does the roll over 2x per year although they were supposed to do it more often. They want to keep your money in their plan as long as possible.
Pretty much answers my question. Thanks!
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