Quick question for people who've resigned from their firms, but what would be the usual proceedings or things to make sure get done other than the regular two weeks notice? Like pay-out of vacation days etc? I'm finally leaving a boutique firm for a in-house role and wanted to make sure I cross everything off :)

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If they have a 401k policy that you and/or they have contributed to make sure you have a way of transferring that. I have a rollover 401k with Charles schwab so rather than pulling out I simply roll it into another 401k account. Also, depending on your time with the firm make sure to ask about their vesting schedule. That way if they have contributed, you have the right to take their contributions.

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When you roll it over you don’t have to pay taxes on it the following year, right? I haven’t yet from my last firm because I was afraid I would owe a lot the following year.

Check your employee handbook and state employment laws. In CA, they are much more generous about payout than other states. I usually offer >2 weeks unless I absolutely hate the place.

I agree; in NYC they’re notorious for being vague on handbooks & contracts specifically when it comes to compensation; cover the basics: unpaid/unused vacay, 401k transfers, yes I got screwed on this one that’s why; and to say the least last payroll;

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