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Updated about 2 years ago,

User Stats

1,981
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1,198
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Bryan O.
  • Specialist
  • Lakewood, CO
1,198
Votes |
1,981
Posts

Change Self-Directed 401k Plan?

Bryan O.
  • Specialist
  • Lakewood, CO
Posted

I went with PGI Agency (pgiselfdirected.com) 7'ish years ago and was happy. I am definitely not happy now. I went through a divorce and need the QDRO form. The plan specifies "Participants and beneficiaries can obtain, from the plan administrator, without charge, a copy of the plan's procedures governing Qualified Domestic Relations Orders." I asked for the QDRO form (typically a 1-2 page template) 5 months ago. It has still not been provided. PGI was great, but now he is either too busy or just doesn't care about running his company, and I am stuck holding the bag to figure out how to transfer an existing 401k plan as well as deal with an angry ex that doesn't have her money.

Does anyone know of a reliable SD401k provider that can help me switch?

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