Leaving D for EY. Do you have to rollover your 401k into EY?

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Roll it to a Traditional IRA. Better investment options. Though your independence rules still apply, you’ll have more control .

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Why tho

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Dang that’s a step down unless you’re going to TAS

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You need to roll it over, but as P2 said you can roll into an IRA instead.

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@EY2, the benefit is more control. You can buy/sell stocks / ETFs at will (just comply w/independence). With the EY 401K, you are limited to a finite set of securities.

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What are the benefits of rolling it over into a traditional IRA? Will that IRA be administered by the prior employer or does the individual have more control?

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