New to Deloitte, looks like fidelity is restricted to use… do I need to transfer my former 401k plan to vanguard and can I still maintain my HSA account with fidelity tho? Thanks guys!

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Call your independence office and get the correct answer.

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This is always the answer.

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Nothing to add except that independence rules are mostly performative nonsense. Thanks for coming to my TED talk.

likesmart

Yes to rollover. HSA I kept with fidelity and reported it on tracking & trading

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I did this as well

Also new, yes have to rollover. Not sure about HSA. Was reading and it looks like we can’t rollover Roth IRAs though?

You can self clear I believe

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