Any formee KPMG fish know how to access the pension plan? Thinking of rolling it into an IRA. Any insight would be helpful

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Okay. I had a feeling that was the case, but wanted to confirm. Just trying to consolidate them all for ease of maintenance and tracking

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How much you got

Are you sure the plan allows that? I guess you can set up a plan however you want, but normally you don’t have individual accounts in a pension plan. So there’s nothing to roll into an IRA

They will give option of taking a lump sum settlement of your pension at time of separation

That’s not allowed. You can only take your vested 401k. Pension stays in the plan until retirement and you’ll get your monthly share

At EY they actually will encourage the taking of lump sum less paperwork

I’m not sure you’d even want to do that especially if the benefits were already defined

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