{ "media_type": "text", "post_content": "Do we have to roll over our 401k to D or can we leave it in our old account?", "post_id": "611b414e0acfcb0025533261", "reply_count": 5, "vote_count": 1, "bowl_id": "5fb218139ee0e2002086bc54", "bowl_name": "Deloitte Experienced Hires" }

Do we have to roll over our 401k to D or can we leave it in our old account?

like
Posting as :
works at
You are currently posting as works at

Everyone here is providing incorrect advise. If you have 401k from previous employer and the 401k bank/provider is BDIP compliant you can keep it there. I have my 401k in Charles schwab. You will need to make sure that you have not consulted for any of the clients that are in the underlying securities/stocks in the 401k. If you have not consulted then you can self clear

like

Must rollover.

you can leave it in your old account if you self clear. if it is a Roth IRA in a bot-managed account like betterment you have to get rid of that.

I believe you are incorrect- at least regarding employer 401ks.

like

Must rollover

Related Posts

Hi I’m hiring a recruiter role in the US. Looking for someone with experience in a software company and who can be Atlanta or east coast time zone. Can be fully remote. Salary c$60k plus 10% bonus and recruitment fee for each direct and referral placement you make (which could add c$30k+ to earnings) we have a great selection of company benefits. Is this package attractive? There’s great opportunity for career development and the company is growing so lots of new roles. We are international too!

like

How much 💰 in your 401k? Include year as well.

like

Anyone work at guidehouse and willing to chat and offer potential referral? Looking into healthcare project manager roles and have MPH with 3YOE. TIA!

funny

My daughter got a job offer this week, and accepted it. Good job, huge raise. Being her fathers daughter, she of course, asked about the company 401k. She will be eligible immediately. Its Vanguard.

like

BCG fish: when do health insurance benefits kick in for new hires? Starting on day one, or after 30 days? Thanks!

like

Hi! Anyone works in Accenture/Globant/Infosys/Wipro/Everis/IBM/Deloitte or other IT services companies and can tell me how long are the maternity and paternity leaves? And any other benefits regarding these leaves. Thanks!

like

Just realized, I didn’t max out my 401k this year. Any way I can still contribute and count towards 2018 cap?

like

How much money do you need to make a year to afford a $3 million dollar home, pay for 2.5 future children’s private school education, vacation well, and live and retire comfortably? (I have no students loans or debt and $650k in stocks + a modest amount in 401k. I’m 26.)

likefunny

Any Accenture 🐠 use the domestic partnership benefits for their partner? Apparently you don't have to be married to use it so I want to get my partner benefits but the process is confusing. Anyone...

what's it like being a healthcare consultant? genuinely interested in the hearing about the field

How does the Deloitte pension work for non partners?

like

ZS vs KPMG vs Roland Berger? US NE office Have an offer to join rb or zs trying to determine if I should. strategy work at KPMG almost non existent in my practice. Not super hyped on healthcare but also don’t mind it. What are your thoughts? It’s basically ZS brand in NA seems to be better than RB, RB has more diverse clients and strong brand in EU

like

Wife is setting up her 401k through Deloitte (via vanguard). What are the most aggressive allocation options?

like

Fellow mid 20's 🐟, how much do you save for 401k? And what % of take home paycheck so you save? I max retirement savings and company perks (I.e stock plan) but save little of take home...this okay?

like

I recently changed jobs and my new 401K provider - Principal has very limited MF investment options. My prior employer’s 401K was managed by Fidelity and provided me access to a range of MF options. I believe that the fund options are negotiated by the employer and provider? Two questions. First - I have not rolled over my previous 401K to the new one. Would there be any problems. Second - is there a way I could move my current 401K to another (precious) provider?

like

All this inflation talk... Time to move 401k into bonds/stables for capital preservation yet? What's your take?

likesmartfunny

Can anyone tell me the process to obtain loan on your 401k in deloitte ?

like

What is CMP Reimbursement?

like

Thinking about selling everything I own, my firstborn, and become homeless so I can put all my money into my 401k. Is this a good financial decision?

funnylike

Deloitte 🐟 - how long do we have to work to earn the full 401k contribution? I heard it was 4 years.

helpful

Additional Posts

My last day at my current job is same as first day at my current job. Any risk of doing so other than managing time and meetings at the same time? On H1B, if that matters

like

Received H1B transfer approval email on October 4th, but haven't received physical copy oh I129 till now. Anybody had similar delays?

like

When was the last time big four had layoffs

My 2 year old is a sensitive little guy and often cries at daycare drop off. Today, as I turned to leave, I saw his little face crying “mama” through the door of his classroom 😭 now I’m sobbing too...

like

IQVIA consultants, looking at an open role and would like to connect with folks / get a possible referral. I’m happy to chat and provide my experience beforehand. Thanks!

like

Just met Bill Gates at the Marriott lounge....

like

Hi. Does anyone know what a “Principal Privacy Program Manager” compensation might be at Microsoft? Thanks!

I have done analytics and operations consulting for 9 years and I don’t like anymore. If there is even a remote chance of getting hired for product management role, I would like to take it. I am reading the books on PM and polishing my resume, are there any other things that I should keep in mind?

like

Anybody have system architecture book recommendations that’d be useful for PMs?

like

What’s your take on the impact immigration laws have had on so many of our people? Seems like many of the good ones are looking at exit opportunities due to the uncertainty of the whole situation.

like

Planning to move to California from east coast. 28, Single F, likes hiking, beaches and nightlife. Any recommendations on LA vs San Jose?

like
like

Hi I’m hiring a recruiter role in the US. Looking for someone with experience in a software company and who can be Atlanta or east coast time zone. Can be fully remote. Salary c$60k plus 10% bonus and recruitment fee for each direct and referral placement you make (which could add c$30k+ to earnings) we have a great selection of company benefits. Is this package attractive? There’s great opportunity for career development and the company is growing so lots of new roles. We are international too!

like

What is your greatest lesson learned in your consulting career?

likesmart

Can anyone with financial modeling experience help me set up a simple case study. I have most of down but have some questions

like

If you get laid off as green card holder, do you have to go back to your home country? Can I take contract jobs while searching for full time?

like

McCann Health… More like McCann HELL to me 😪

like

Anyone got any advice for FP&A interviews?

like

How much 💰 in your 401k? Include year as well.

like

I accepted a huge promotional offer to a manager role in industry. So I am leaving big4 as a senior. My background check just came through and somehow they have my big4 salary listed, even though I’m 99% sure I checked the box they couldn’t contact my employer. Could the company take back my offer for something lower?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal