Layoffs & Closures
What Happens to Your 401(k) After You Lose Your Job
A layoff does not touch your vested 401(k) balance, but the next move has tax consequences. The rollover, cash-out, small-balance and loan rules, side by side.
Tag: rollovers
Employee Equity
What Happens to Your 401(k) When Your Employer Is Acquired
An acquisition can change who runs your retirement plan, which funds you can pick and whether you can take the money out. These are the rules the IRS and DOL set.