EY 🐠- recently left EY after 4.5 years. Does anyone know how to get the pension amount once you leave the firm? Has anyone rolled it over to an IRA? Appreciate any tips

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I left a year ago, they should give you the information in your leaving package. You can roll it into an IRA but need to do so within 90 days.

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It’s a rollover IRA. I had one from another previous job and coordinated to make sure it went into that account. Don’t believe it can’t be Roth as it’s pretax money. I’d follow up with HR if you didn’t get a leavers package. It had instructions on returning my computer, COBRA info and all the other things that go with separating.

Following, I have the same question. I would like to roll it over to my 401K or Roth IRA.

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You only have a 90 day window I believe, but pretty straight forward rolling it over to IRA

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Believe you messaged me, but I'll answer here too. You have to call EY help 3 and talk to HR regarding pension. You'll be given your options then for rollover, withdrawal or do nothing options. After you file paperwork, it takes about 2-3 months.

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